- Fidelity Flex Opportunistic Insights Fund
Fidelity Investments
- Global
- Large-Cap
- Core
Summary
The fund seeks capital appreciation by investing in companies outside the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team Invests in underappreciated companies that are lagging in market price and not yet recognized by investors.
In addition, the team evaluates a company’s financial condition and industry position, as well as market and economic conditions.
Then the manager constructs a portfolio of stocks from a list of companies favored by More
Price
Last Close
$17.04 ( -0.35 )
52 Week HL
$23.82 - $16.63
Net Assets
$62.82 M
Expense Ratio
00 %
Sector Allocation
Jun 30, 2021Top 10 Holdings
Jun 30, 2021Company Name
- FACEBOOK INC
- AMAZON.COM INC
- BERKSHIRE HATHAWAY
- MICROSOFT CORP
- SALESFORCE.COM INC
Holding
Company Name
- NVIDIA CORP
- ALPHABET INC
- BANK OF
- ADOBE INC
- ALPHABET INC
- Total
Holding
- 0%
Manager
Name
William Danoff
Leadership
Single Manager
Tenure
2003
Advisor
Documents
Performance
YTD
-25.4 %
3 Year
9.17%
5 Year
61.96%
Best
29.1%
2019
Worst
-25.36%
2022
Returns +
Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | -10.7% | -0.6% | -12.9% | 15.4% | 3.7% | - | - | - | - | - | - |
| Q2 | -16.5% | 11.8% | 26.4% | 4.3% | 8.8% | 6.3% | - | - | - | - | - |
| Q3 | - | 7.2% | 12.9% | -3.7% | 5.7% | 6.6% | - | - | - | - | - |
| Q4 | - | 1.6% | 0.5% | 8.9% | -16.5% | 6.9% | - | - | - | - | - |
Returns +
Monthly
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -11.7% | -1.8% | 3.1% | -11.4% | -5.7% | - | - | - | - | - | - | - |
| 2021 | -1.4% | -1.3% | 2.2% | 6.8% | 1% | 3.7% | 2.2% | 4.7% | 0.2% | -0.9% | 1.8% | -2.6% |
+
Annual
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | 0% |
Alpha
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FFPIX | -25% | 17% | 25% | 29% | -2% | - | - | - | - | - | - |
| S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
| Alpha | -25% | -12% | 9% | 1% | 4% | - | - | - | - | - | - |