Fidelity Diversified International Fund (FDIVX)

By
Fidelity Diversified International Fund (FDIVX) is a popular mutual fund. This fund invests mainly in non-US stocks. It invests in different countries and regions. The fund objective is to provide capital growth.

This Fidelity fund has a yield of 1.03%. The fund manager is William Bower since 2001. Total net assets are $25.9 billion. Its expense fee is 0.92%. The portfolio turnover rate is 39%. The current NAV is $38.90. This no load fund is open for new investors.

FDIVX Fund Profile

    Fidelity Diversified International Fund | FDIVX
  • Fund Inception Date: 12/27/1991
  • Ticker Symbol: FDIVX
  • CUSIP: 315910802
  • Beta (3yr): 0.89
  • Rank in category (YTD): 46%
  • Category: Foreign Large Growth
  • Distribution Yield: 1.03%
  • Capital Gains: -
  • Expense Ratio: 0.92%
  • Net Assets: $ 25.9 billion
  • Number of Years Up: 16 years
  • Number of Years Down: 7 years
  • Annual Turnover Rate: 39%

Fidelity Diversified International Fund Performance

Morningstar has ranked this mutual fund with 3 star and neutral rating. In 2015, it has a year to date return of 12.34%. This Fidelity Diversified International Fund has returned 16.13% over the past 3 year, and 10.86% over the past 5 year. The past 3 year performance is as follows:
  • Year 2014: -3.20%
  • Year 2013: 25.19%
  • Year 2012: 19.41%
As of May 2015, top 5 stocks are NOVO-NORDISK A S, Anheuser-Busch Inbev SA, Orix Corp, Bayer AG, and Hoya Corp. Top 4 sectors are financial services, healthcare, consumer cyclical, and consumer defensive.

More: Top Fidelity Funds 2015

Investment risks are stock markets risk, foreign markets, political risk, management risk, emerging markets risk, etc.

Pros & Cons

Pros:
  • There is no sales load.
  • This Fidelity Diversified International Fund has a yield.
Cons:
  • It has an average expense fee.
More:

0 comments:

Post a Comment