Fidelity Womens Leadership Fund Quote
| FWOMX Fund | USD 17.75 0.12 0.68% |
Performance7 of 100
| Odds Of DistressLess than 19
|
Fidelity Womens is trading at 17.75 as of the 24th of November 2024; that is 0.68 percent increase since the beginning of the trading day. The fund's open price was 17.63. Fidelity Womens has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Fidelity Womens Leadership are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of October 2024 and ending today, the 24th of November 2024. Click here to learn more.
The fund Normally invests at least 80 percent of assets in equity securities of companies that prioritize and advance womens leadership and development. Such companies include those that, at the time of initial purchase, include a woman as a member of the senior management team, are governed by a board for which women represent at least one third of all directors, or in the Advisers opinion, have adopted policies designed to attract, retain and promote women. More on Fidelity Womens Leadership
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Blend Funds, Large Blend, Fidelity Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of June 2023 |
| Fiscal Year End | April |
Fidelity Womens Leadership [FWOMX] is traded in USA and was established 24th of November 2024. Fidelity Womens is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Fidelity Investments family. This fund currently has accumulated 154.98 M in assets under management (AUM) with no minimum investment requirementsFidelity Womens Lead is currently producing year-to-date (YTD) return of 16.71% with the current yeild of 0.0%, while the total return for the last 3 years was 3.76%.
Check Fidelity Womens Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Womens Leadership Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Womens Leadership Mutual Fund Constituents
| SYF | Synchrony Financial | Stock | Financials | |
| BBY | Best Buy Co | Stock | Consumer Discretionary | |
| ACN | Accenture plc | Stock | Information Technology | |
| VRTX | Vertex Pharmaceuticals | Stock | Health Care | |
| PYPL | PayPal Holdings | Stock | Financials | |
| PGR | Progressive Corp | Stock | Financials | |
| NVDA | NVIDIA | Stock | Information Technology | |
| NDAQ | Nasdaq Inc | Stock | Financials |
Fidelity Womens Lead Risk Profiles
| Mean Deviation | 0.6059 | |||
| Semi Deviation | 0.7268 | |||
| Standard Deviation | 0.7998 | |||
| Variance | 0.6397 |
Fidelity Womens Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Womens financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Womens security.
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