Advertisement
Skip to Content
Morningstar

Fidelity® Worldwide FWWFX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 26.36  /  1.24 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.80%
  • Turnover 137%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis FWWFX

Will FWWFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FWWFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FWWFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of FWWFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

A drop in its Process Pillar rating is the primary driver of Fidelity® Worldwide's downgrade to a Morningstar Quantitative Rating of Bronze from Silver. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor