Skip to content

FFDIFidelity Fundamental Developed

Grow my money1y track recordRanked #2,345 of 2,998 in this goal

Seeks long-term growth of capital.

By Fidelity Investments · Launched 2024

Annual Cost

0.55%

#2,921 of 5,861 · average

Fund Size

$20M

#4,488 of 5,861 · small

Return (1Y)Goal

+12.9%

Track Record

1 year

#3,855 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,413+14.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 24.1% of fundwell diversified

ASML HOLDING NV
4.0%
SCHNEIDER ELEC SA
2.8%
BANCO SANTANDER SA
2.4%
AIR LIQUIDE SA
2.3%
HITACHI LTD
2.3%
SAFRAN SA
2.2%
ROLLS-ROYCE HOLDINGS PLC
2.1%
CAIXABANK SA
2.1%
SHELL PLC
2.0%
MITSUBISHI HEAVY INDUSTRIES LTD
2.0%

Asset allocation

Stocks
99.3%
Cash
0.5%
Other
0.2%

By sector

Industrials
26.6%
Financial Services
25.4%
Technology
17.1%
Basic Materials
7.5%
Healthcare
6.8%
Consumer Cyclical
5.5%
Consumer Defensive
4.8%
Energy
3.0%
Other
3.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
18.5%Moderate

Year-on-year price swings

Max drawdown
-14.4%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks long-term growth of capital.
Strategy
Invests primarily in equity securities of issuers in developed markets, using fundamental analysis and quantitative portfolio construction. Allocates across different countries and regions, emphasizing high-conviction securities.
Inception date
November 19, 2024
Fund family
Fidelity Investments

What's next?

You've looked at FFDI. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.

Data updated on 2026-08-04