
48.62 Net Asset Value | +0.98% 1 Day | +1.97% Year-to-Date | Overall Morningstar Rating |
Foreign large growth Style or Category | No Load Sales Expenses | 1.05% Expense Ratio | Average Morningstar Risk Rating™ |
1 month | +4.18% | 3 years | +8.34% | |
3 months | +11.39% | 5 years | +12.13% | |
1 year | +18.16% | Since inception | +8.62% |
FDIVX | Category | |
---|---|---|
Performance 5-yr return | +12.13% | +11.95% |
Expense ratio | 1.05% | 1.10% |
Risk 5 year sharpe ratio | 0.63 | 0.74 |
Net assets | $15.1B | $5.3B |
Average market cap | $54.5B | $57.6B |
Average P/E | 27.6 | 30.5 |
Portfolio turnover | 29% | 29% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
Fund family | Fidelity Investments |
Fund manager & tenure | William Bower / 19 Years |
Minimal initial investment | $0.00 |
Minimum IRA investment | -- |
International stock | 89.97% |
U.S. stock | 7.32% |
Cash | 2.71% |
Fixed income | 0.00% |
Other | 0.00% |
Industrial materials | 19.12% |
Financial service | 18.24% |
Consumer goods | 15.32% |
Energy | 13.81% |
Healthcare | 7.88% |
-- | 2.72% |
ASML ASML Holding NV | 2.71% |
-- | 2.45% |
-- | 2.37% |
-- | 2.05% |
-- | 1.85% |
-- | 1.83% |
-- | 1.65% |
-- | 1.65% |
-- | 1.54% |