FIVFX Rating, Research - Fidelity International Capital Apprec

Fidelity International Capital Apprec (fivfx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 27

Threats + Weaknesses = 22

When strengths & opportunities substantially exceed threats & weaknesses an investment in the fivfx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Fidelity International Capital Apprec (FIVFX) Description: FIVFX is a mutual fund, which is an investment that owns a basket of assets. The FIVFX mutual fund was provided by Fidelity and this investment vehicle derives the majority of its value from equity holdings (stocks). Fidelitys mutual fund has a medium management tenure and is in the large fund size classification. FIVFXs minimum initial investment amount is $2500 while the IRA minimum is $2500. FIVFXs expense ratio is roughly 1%. The latest FIVFXs front end load was 0% and the back end load was 0%. The Fidelity International Capital Apprec (FIVFX) mutual fund falls under the foreign large-cap growth category. FIVFX focuses its investments in EU and Japan and FIVFX is not affiliated with a particular industry or fund sector. The Fidelity International Capital Apprec (FIVFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FIVFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FIVFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund primarily invests in non-U.S. securities, including securities of issuers located in emerging markets. It allocates investments across countries and regions considering size of the market of each country and region relative to size of the international market as a whole.

Management Analysis Update

Fidelity International Capital Apprec's executives / managers make better investing decisions, because their assets are invested along side their client's. Fidelity International Capital Apprec's management team has a long history of working together. This helps ensure consistent future returns. The fivfx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors. Fidelity International Capital Apprec has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update