Fidelity® Worldwide Fund (FWWFX)
| 33.90 Net Asset Value | -2.64% 1 Day | -1.02% Year-to-Date | Overall Morningstar Rating |
| World large stock Style or Category | No Load Sales Expenses | 1.05% Expense Ratio | Average Morningstar Risk Rating™ |
Investment Objective The investment seeks growth of capital.
The fund invests in securities issued throughout the world. It normally invests primarily in common stocks. The fund allocates investments across different countries and regions. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
Performance
| 1 month | -4.24% | 3 years | +15.72% | |
| 3 months | +2.08% | 5 years | +16.82% | |
| 1 year | +31.11% | Since inception | +9.00% |
Data through --
Peer Comparisonvs. World large stock
| FWWFX | Category | |
|---|---|---|
| Performance 5-yr return | +16.82% | +11.48% |
| Expense ratio | 1.05% | 1.12% |
| Risk 5 year sharpe ratio | 1.10 | 0.82 |
| Net assets | $2.9B | $2.0B |
| Average market cap | $74.4B | $97.6B |
| Average P/E | 30.9 | 26.8 |
| Portfolio turnover | 112% | 112% |
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Fund Management and Purchase Info
| Fund family | Fidelity Investments |
| Fund manager & tenure | William Kennedy / 15 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
Holdings
| U.S. stock | 61.13% |
| International stock | 37.87% |
| Cash | 0.80% |
| Fixed income | 0.20% |
| Other | 0.00% |
Top 5 SectorsPortfolio weighting
| Consumer goods | 19.69% |
| Industrial materials | 15.40% |
| Financial service | 13.27% |
| Energy | 10.53% |
| Healthcare | 9.81% |
Top 10 HoldingsPortfolio weighting
| MSFT Microsoft | 3.87% |
| AMZN Amazon | 3.11% |
| GOOGL Google | 2.71% |
| SQ Square Inc | 2.69% |
| PYPL PayPal Holdings Inc | 2.65% |
| CZR Caesars Entertainment Inc | 2.51% |
| FB Facebook | 2.50% |
| UNP Union Pacific | 2.03% |
| SPGI S&P Global Inc | 2.01% |
| AAPL Apple | 2.01% |
