Fidelity International Capital Appreciation Fund

Shareclass

Fidelity International Capital Apprec (FIVFX)

Type

Open-end mutual fund

Manager

Fidelity Investments

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

41.7

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 639 out of 1,094 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Schneider Electric SE
1.93% of assets
$71.66M invested
2. UBS Group AG
1.66% of assets
$61.57M invested
3. Mastercard Inc Class A
1.59% of assets
$59.25M invested
4. Experian PLC
1.35% of assets
$50.13M invested
5. Zurich Insurance Group AG
1.63% of assets
$60.5M invested
6. Compagnie de Saint-Gobain SA
1.49% of assets
$55.43M invested
7. Recruit Holdings Co Ltd
1.41% of assets
$52.38M invested
8. InterContinental Hotels Group PLC
1.6% of assets
$59.45M invested
9. Novo Nordisk AS Class B
2.66% of assets
$99.08M invested
10. Moodys Corp
1.31% of assets
$48.79M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Constellation Software Inc
1.76% of assets
$65.59M invested
2. Waste Connections Inc
1.3% of assets
$48.5M invested
3. Mitsubishi Heavy Industries Ltd
1.52% of assets
$56.38M invested
4. Disco Corp
1.26% of assets
$46.75M invested
5. Hitachi Ltd
1.89% of assets
$70.14M invested
6. Broadcom Inc
1.34% of assets
$49.95M invested
7. Brookfield Asset Management Ltd Ordinary Shares - Class A
1.56% of assets
$58.14M invested
8. Advantest Corp
1.44% of assets
$53.49M invested
9. DSV AS
1.4% of assets
$52.14M invested
10. MercadoLibre Inc
1.57% of assets
$58.46M invested

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Financial performance

Performance data provided by

Find more financial data on FIVFX at Morningstar.com

Gender Equality and Returns

Returns chart for Fidelity International Capital Appreciation Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

FIVFX

Fidelity International Capital Appreciation Fund

Family

Fidelity Investments

Category

Foreign Large Growth

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

3.07% more in annualized returns

Lower overall gender equality score

3 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Lower equal compensation and work life balance score

1 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

FIVFX

Fidelity International Capital Appreciation Fund

Family

Fidelity Investments

Category

Foreign Large Growth

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

3.07% more in annualized returns

Lower overall gender equality score

3 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Lower equal compensation and work life balance score

1 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

FIVFX

Fidelity International Capital Appreciation Fund

Family

Fidelity Investments

Category

Foreign Large Growth

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

3.07% more in annualized returns

Lower overall gender equality score

3 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Lower equal compensation and work life balance score

1 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
FIVFX - Fidelity International Capital Appreciation Fund

2.16%

6.05%

11%

54 / 100 points

Benchmark

6.75%

4.94%

11%

4.92%

57 / 100 points

Fund compared to benchmark

-4.59%

1.11%

0.49%

3.07%

3 / 100 points lower

Find more financial data on FIVFX at Morningstar.com

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