3 / 5 Stars
5 5 1 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#4 in Miscellaneous Region
U.S. News evaluated 17 Miscellaneous Region Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 41.54 percent over the past year, 13.38 percent over the past three years, 28.10 percent over the past five years, and 11.10 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.1%|
|3 Years (Annualized)||13.4%|
|5 Years (Annualized)||28.1%|
|10 Years (Annualized)||11.1%|
The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in securities of Danish, Finnish, Norwegian, and Swedish issuers and other investments that are tied economically to the Nordic region. It normally invests primarily in common stocks and allocates investments across different Nordic countries. The fund invests up to 35% of total assets in any industry that accounts for more than 20% of the Nordic market. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
Fees are High compared to funds in the same category.
Fidelity® Nordic Fund has an expense ratio of 1.02 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.