Fidelity Women's Leadership Fund

Shareclass

Fidelity Women's Leadership (FWOMX)

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

92.4

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 195 out of 2,554 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. GSK PLC ADR
0.83% of assets
$1.24M invested
2. Danone SA
0.53% of assets
$787,033 invested
3. Mastercard Inc Class A
1.36% of assets
$2.01M invested
4. Bank of America Corp
1.26% of assets
$1.88M invested
5. Citigroup Inc
1.24% of assets
$1.84M invested
6. Etsy Inc
0.58% of assets
$854,412 invested
7. JPMorgan Chase & Co
1.89% of assets
$2.81M invested
8. Wells Fargo & Co
0.86% of assets
$1.28M invested
9. Merck KGaA
0.69% of assets
$1.02M invested
10. Accenture PLC Class A
1.77% of assets
$2.63M 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. Federal Signal Corp
0.62% of assets
$926,836 invested
2. Marvell Technology Inc
0.89% of assets
$1.31M invested
3. Ulta Beauty Inc
0.95% of assets
$1.41M invested
4. Public Storage
0.65% of assets
$959,743 invested
5. Regal Rexnord Corp
0.52% of assets
$769,801 invested
6. Parker Hannifin Corp
1.07% of assets
$1.59M invested
7. MillerKnoll Inc
0.12% of assets
$182,126 invested
8. Micron Technology Inc
2.36% of assets
$3.5M invested
9. NextEra Energy Inc
0.85% of assets
$1.26M invested
10. Albertsons Companies Inc Class A
0.55% of assets
$821,107 invested

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Financial performance

Performance data provided by

Find more financial data on FWOMX at Morningstar.com

Gender Equality and Returns

Returns chart for Fidelity Women's Leadership 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

FWOMX

Fidelity Women's Leadership Fund

Family

Fidelity Investments

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

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: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

4.17% less in annualized returns

Higher overall gender equality score

2 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

FWOMX

Fidelity Women's Leadership Fund

Family

Fidelity Investments

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

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: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

4.17% less in annualized returns

Higher overall gender equality score

2 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

FWOMX

Fidelity Women's Leadership Fund

Family

Fidelity Investments

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

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: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

4.17% less in annualized returns

Higher overall gender equality score

2 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Same equal compensation and work life balance score

0 / 30 points

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: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
FWOMX - Fidelity Women's Leadership Fund

-3.38%

4.23%

14%

57 / 100 points

Benchmark

8.22%

9.03%

19%

12%

55 / 100 points

Fund compared to benchmark

-11.6%

-4.81%

-4.17%

2 / 100 points higher

Find more financial data on FWOMX at Morningstar.com

What's next?

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