- What does FIVLX invest in?
- The fund primarily allocates capital to non-U.S. companies, including those in developing economies. Its portfolio predominantly consists of common stocks. Managed by Fidelity Management & Research Company LLC (FMR), it employs a value-driven investment approach, aiming to identify businesses whose securities are perceived to be trading below their intrinsic worth. FMR assesses this undervaluation based on factors such as assets, sales figures, earnings, future growth prospects, or cash flow, or by comparing them to similar companies within the same industry – a strategy characteristic of "value" investing. The advisor further diversifies the portfolio by spreading investments across multiple countries and regions.
- What is the expense ratio of FIVLX?
- Fidelity International Value Fund (FIVLX) charges an expense ratio of 0.80%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is FIVLX?
- Fidelity International Value Fund (FIVLX) manages $4.76B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is FIVLX actively managed or an index fund?
- FIVLX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was FIVLX launched?
- Fidelity International Value Fund (FIVLX) launched in May 2006 and is managed by Fidelity.
- How has FIVLX performed?
- FIVLX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
