Fidelity Advisor Europe Fund
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Did Portfolio Shuffling Help the Fidelity Advisor Europe Fund in 2016?
The Fidelity Advisor Europe Fund – Class A (FHJUX) has been an above-average performer in YTD 2016, ranking third in the one-year period ended October 21, 2016.
Looking at the Portfolio of the Fidelity Advisor Europe Fund
Industrials and financials are the top two invested sectors of FHJUX, and each sector commands more than one-fifth of the portfolio.
How Portfolio Shifts Are Affecting Fidelity’s Europe Fund
The Fidelity Advisor Europe Fund Class A has fallen 5% year-to-date, but it’s still an average performer in the group of 12 funds chosen for this review.
Timely Energy Exposure Helped FHJUX in 1Q16
The Fidelity Advisor Europe Fund – Class A (FHJUX) fell 1.8% in 1Q16. But it still emerged as an above-average performer among the 12 funds in this review.
Sector Composition Changes in FHJUX until 1Q16
FHJUX’s assets were spread across 73 holdings as of March 2016, which is six less than a quarter ago. It was managing assets worth $1.3 billion as of the end of March.
An Above-Average Year for FHJUX
FHJUX’s quantitative metrics place it as an above-average performer for the one-year period ended March 15, 2016. This period covers two major stimulus announcements by the ECB.
How the Fidelity Advisor Europe Fund Allocated Its Portfolio in 2015
The Fidelity Advisor Europe Fund was managing assets worth $1.4 billion as of the end of December.
Industrials Dragged on FHJUX in Year-to-Date November 2015
FHJUX was down 0.7% in November from one month ago. In the three- and six-month periods ended November 30, the fund rose 0.7% and fell 6.7%, respectively.
A Look at FHJUX’s Portfolio through November 2015
The financials sector makes up the majority of FHJUX’s portfolio. Healthcare and industrials follow, forming a combined 37% of the fund’s assets.
Portfolio Positioning of the Fidelity Advisor Europe Fund
The Fidelity Advisor Europe Fund’s portfolio has undergone quite a bit of change in the one-year period ended October 2015. Exposure to financials surged.
How Industrials Hurt the Europe-Focused FHJUX in September
The Fidelity Advisor Europe Fund Class A (FHJUX) fell by 4.0% in September 2015 from the previous month. Industrial stock picks hurt the fund’s performance.
Financials, Healthcare Hurt Fidelity Advisor Europe Fund in August
The Fidelity Advisor Europe Fund’s July 2015 portfolio was focused on the financials, industrials, and healthcare sectors, with exposures of 25.3%, 22.7%, and 21.5%, respectively.
The Fidelity Advisor Europe Fund: Class A (FHJUX)
As of August 2015, the Fidelity Advisor Europe Fund was managing assets worth $1.45 billion. Founded in 1986, the fund’s net expense ratio is 1.35%.
