Nuveen PA Div Adv Muni Fund 2 Common
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.
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.
Consumer Staples Delivered Top-Notch Performance for VGEAX
The Virtus Greater European Opportunities Fund – Class A (VGEAX) rose 1.3% in 1Q16. It was the only fund to post gains for the period, making it the best of the 12 funds in 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.
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.
Investing in the Nordic Region through the Fidelity Nordic Fund
The Fidelity Nordic Fund invests at least 80% of its net assets in Danish, Finnish, Norwegian, and Swedish issuers and other Nordic region investments.
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.