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Fidelity Advisor Women's Leadership Z (FWOZX)

14.93
+0.09
+(0.61%)
At close: 8:01:01 PM EDT
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  • Previous Close 14.84
  • YTD Return -6.57%
  • Expense Ratio 0.58%
  • Category Large Blend
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 135.11M
  • Beta (5Y Monthly) 1.06
  • Yield 0.43%
  • 5y Average Return --
  • Holdings Turnover 33.00%
  • Last Dividend 0.07
  • Inception Date May 1, 2019

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 Investments

Fund Family

Large Blend

Fund Category

135.11M

Net Assets

2019-05-01

Inception Date

Performance Overview: FWOZX

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Trailing returns as of 4/15/2025. Category is Large Blend.

YTD Return

FWOZX
6.57%
Category
5.31%
 

1-Year Return

FWOZX
3.23%
Category
20.31%
 

3-Year Return

FWOZX
4.41%
Category
6.48%
 

5-Year Return

FWOZX
14.60%
Category
11.78%
 

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Holdings: FWOZX

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Sector Weightings

SectorFWOZX
Technology   28.64%
Healthcare   13.00%
Industrials   9.19%
Energy   3.01%
Utilities   2.12%
Real Estate   2.02%

Recent News: FWOZX

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Research Reports: FWOZX

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