Overview Of Fidelity Overseas Fund (FOSFX)

Fidelity Overseas (FOSFX - MF report) a Zacks Ranked #1 (Strong Buy) seeks long term capital growth. FOSFX invests a large portion of its assets in non-U.S. securities. The management considers the size of the market in each country and region relative to the size of the world market as a whole. FOSFX invests primarily in common stocks. Fidelity Overseas offers dividends and capital gains annually in December.

This Non US - Equity fund, as of the last filing, allocates their fund in three major groups; Foreign Stock, Intermediate Bond, Large Growth. Further, as of the last filing, NESTLE SA (NSLYF), Roche Holding AG (RHHBY), Genus, and Bayer AG (BAYZF) were the top holdings for FOSFX.

The Fidelity Overseas fund, managed by Fidelity, carries an expense ratio of 1.04. Moreover, FOSFX requires a minimal initial investment of $2,500.

FOSFX has a history of strong positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 5.68%, 3 year 14.12%, and 5 year 9.16%. To see how this fund performed compared in its category, click here.

FOSFX’s performance, as of the last filing, when compared to funds in its category was in the top 23% in 1 year, top 4% over the past 3 years, and in the 14% over the past 5 years.