• Fidelity Flex Opportunistic Insights Fund

Fidelity Investments

  • Global
  • Large-Cap
  • Core

Fidelity Flex Opportunistic Insights Fund

FFPIX

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, 2021

Top 10 Holdings

Jun 30, 2021

Company 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

Prospectus

Prospectus

Summary

Annual Reports

Website

Link

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%------

FFPIX S&P 500

Chart +