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Fidelity Women's Leadership (FWOMX)

15.09
+0.13
+(0.87%)
At close: 6:49:15 PM EDT

Fund Summary

The fund Normally invests at least 80% of assets in equity securities of companies that prioritize and advance women's 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 Adviser's opinion, have adopted policies designed to attract, retain and promote women. It invests in securities of domestic and foreign issuers.

Fidelity Women's Leadership

Boston, MA 02109
82 Devonshire Street

Fund Overview

Category Large Blend
Fund Family Fidelity Investments
Net Assets 135.11M
YTD Return -6.65%
Yield 0.48%
Morningstar Rating
Inception Date May 01, 2019

Fund Operations

Last Dividend 0.08
Last Cap Gain 19.00
Holdings Turnover 33.00%
Average for Category --

Fees & Expenses

Expense FWOMX Category Average
Annual Report Expense Ratio (net) 0.69% 0.78%
Prospectus Net Expense Ratio 0.69% --
Prospectus Gross Expense Ratio 0.69% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Preeti Sayana is a portfolio manager and research analyst in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Ms. Sayana is responsible for researching international small cap companies. She is also the portfolio manager of Fidelity Series International Small Cap Fund, Fidelity and Fidelity Advisor Women’s Leadership Funds, Fidelity Women’s Leadership Fund for Canadian clients, Fidelity Advisor Women’s Leadership SMA, and Fidelity Women’s Leadership ETF. Prior to assuming her current responsibilities, Ms. Sayana was an analyst researching international small cap consumer companies focused on the Europe, Japan, and Australia markets. She was also on the emerging markets and core research teams for 12 years. She covered emerging-market consumer companies globally and focused on U.S. large cap consumer stocks. Additionally, she worked as the small and mid cap generalist for India. Before joining Fidelity in 2005, Ms. Sayana was, from 1998 to 2005, an analyst at Putnam Investments, where she held various research roles in the consumer, telecom, and technology sectors. She has been in the financial industry since 1993. Ms. Sayana earned her Bachelor of Commerce from Osmania University, her Master of Business Administration in finance from the University of Massachusetts, and her Master of Science in finance from Boston College. She also is a CFA® charterholder.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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