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FHJWX Fidelity Advisor® Europe B

  • Fund
  • FHJWX
  • Price as of: N/A
  • N/A N/A N/A
  • Category
  • Europe Equities
  • Fund Company
  • N/A

FHJWX - Profile

Vitals

  • YTD Return N/A
  • 3 Yr Annualized Return 2.8%
  • 5 Yr Annualized Return 2.5%
  • Net Assets $1.25 B
  • Holdings in Top 10 27.3%

52 WEEK LOW AND HIGH

N/A
N/A
N/A

Expenses

OPERATING RELATED FEES

  • Expense Ratio 2.15%

SALES FEES

  • Front Load N/A
  • Deferred Load 5.00%

BROKERAGE FEES

  • Turnover 87.00%

TRADING FEES

  • Max Redemption Fee 1.00%

Min Investment

STANDARD (TAXABLE)

$2,500

IRA

$500

Investment Themes

CATEGORY

Europe Equities
  • Fund Type Open End Mutual Fund
  • Investment Style Europe Stock

Distributions

  • YTD Total Return N/A
  • 3 Yr Annualized Total Return 1.8%
  • 5 Yr Annualized Total Return 2.1%
  • Capital Gain Distribution Frequency N/A
  • Net Income Ratio 0.16%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Annually

Fund Details

  • Legal Name Fidelity® Europe Fund
  • Fund Family Name N/A
  • Inception Date Mar 18, 2014
  • Shares Outstanding N/A
  • Share Class B
  • Currency USD
  • Domiciled Country United States
  • Manager Stefan Lindblad

Fund Description

The fund normally invests at least 80% of assets in securities of European issuers and other investments that are tied economically to Europe. It normally invests primarily in common stocks and allocates investment across different European countries. The fund 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.

FHJWX - Performance

Return Ranking - Trailing

Period FHJWX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A 2.0% 23.8% N/A
1 Yr -8.2% -29.2% 4.9% N/A
3 Yr 2.8%* -12.6% 10.1% N/A
5 Yr 2.5%* -8.6% 3.8% N/A
10 Yr 2.0%* -0.8% 7.2% N/A

* Annualized


Return Ranking - Calendar

Period FHJWX Return Category Return Low Category Return High Rank in Category (%)
2018 N/A -39.7% -13.8% N/A
2017 N/A 8.9% 36.7% N/A
2016 N/A -18.4% 19.6% N/A
2015 N/A -20.7% 9.3% N/A
2014 N/A -36.8% -4.4% N/A

Total Return Ranking - Trailing

Period FHJWX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A 2.0% 23.9% N/A
1 Yr -12.8% -29.2% 5.0% N/A
3 Yr 1.8%* -12.6% 11.2% N/A
5 Yr 2.1%* -8.0% 4.9% N/A
10 Yr 2.0%* -0.8% 10.2% N/A

* Annualized


Total Return Ranking - Calendar

Period FHJWX Return Category Return Low Category Return High Rank in Category (%)
2018 N/A -39.7% -13.8% N/A
2017 N/A 8.9% 38.4% N/A
2016 N/A -13.1% 19.6% N/A
2015 N/A -20.7% 11.5% N/A
2014 N/A -36.8% -4.0% N/A

NAV & Total Return History

FHJWX - Holdings

Concentration Analysis

FHJWX Category Low Category High FHJWX % Rank
Net Assets 1.25 B 5.32 M 19.7 B N/A
Number of Holdings 81 28 1339 N/A
Net Assets in Top 10 343 M 1.95 M 3.13 B N/A
Weighting of Top 10 27.26% 6.0% 65.7% N/A

Top 10 Holdings

  1. SAP SE 3.57%

  2. Getinge AB B 3.48%

  3. Shire PLC 3.24%

  4. William Hill PLC 3.11%

  5. Standard Chartered PLC 3.06%

  6. Bayer AG 2.83%

  7. Prudential PLC 2.06%

  8. LEG Immobilien AG 1.99%

  9. Paysafe Group PLC 1.97%

  10. Svenska Cellulosa Aktiebolaget Sca 1.95%


Asset Allocation

Weighting Return Low Return High FHJWX % Rank
Stocks
96.20% 86.26% 100.57% N/A
Other
2.33% 0.00% 3.64% N/A
Cash
1.35% -0.70% 10.10% N/A
Bonds
0.12% 0.00% 0.60% N/A
Preferred Stocks
0.00% 0.00% 0.04% N/A
Convertible Bonds
0.00% 0.00% 0.00% N/A

Stock Sector Breakdown

Weighting Return Low Return High FHJWX % Rank
Consumer Cyclical
18.72% 0.00% 23.83% N/A
Healthcare
17.82% 0.00% 27.72% N/A
Industrials
15.60% 0.00% 33.23% N/A
Financial Services
15.38% 0.00% 31.64% N/A
Technology
10.38% 1.34% 20.85% N/A
Consumer Defense
6.54% 1.51% 26.80% N/A
Real Estate
5.87% 0.00% 6.42% N/A
Energy
2.65% 0.00% 32.70% N/A
Basic Materials
1.58% 0.30% 17.19% N/A
Utilities
1.28% 0.00% 5.73% N/A
Communication Services
0.00% 0.00% 9.96% N/A

Stock Geographic Breakdown

Weighting Return Low Return High FHJWX % Rank
Non US
94.44% 83.13% 99.27% N/A
US
1.76% -0.01% 13.08% N/A

Bond Sector Breakdown

Weighting Return Low Return High FHJWX % Rank
Cash & Equivalents
1.71% -0.70% 6.26% N/A
Securitized
0.00% 0.00% 0.00% N/A
Corporate
0.00% 0.00% 3.84% N/A
Municipal
0.00% 0.00% 0.00% N/A
Government
0.00% 0.00% 0.30% N/A
Derivative
-0.35% -0.16% 0.19% N/A

Bond Geographic Breakdown

Weighting Return Low Return High FHJWX % Rank
US
0.12% 0.00% 0.60% N/A
Non US
0.00% 0.00% 0.00% N/A

FHJWX - Expenses

Operational Fees

FHJWX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 2.15% 0.07% 2.92% N/A
Management Fee 0.78% 0.06% 1.21% N/A
12b-1 Fee 1.00% 0.00% 1.00% N/A
Administrative Fee N/A 0.01% 0.15% N/A

Sales Fees

FHJWX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 3.50% 5.75% N/A
Deferred Load 5.00% 1.00% 5.00% N/A

Trading Fees

FHJWX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee 1.00% 0.05% 2.00% N/A

Turnover Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

FHJWX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 87.00% 6.00% 540.00% N/A

FHJWX - Distributions

Dividend Yield Analysis

FHJWX Category Low Category High FHJWX % Rank
Dividend Yield 0.00% 0.00% 0.04% N/A

Dividend Distribution Analysis

FHJWX Category Low Category High Category Mode
Dividend Distribution Frequency Annually Annually Quarterly Annually

Dividend Payout History


Net Income Ratio Analysis

FHJWX Category Low Category High FHJWX % Rank
Net Income Ratio 0.16% -0.12% 3.87% N/A

Capital Gain Distribution Analysis

FHJWX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Annually

FHJWX - Managers

Stefan Lindblad

Manager

Start Date

Tenure

Tenure Rank

Dec 16, 2013

2.46

2.5%

Prior to joining Fidelity Investments in December 2010 as a research analyst, Mr. Lindblad served as a partner at KDA Capital beginning in 2005.


Tenure Analysis

Category Low

0.08

Category High

21.59

Category Average

8.41

Category Mode

12.42