Nasdaq - Delayed Quote USD

Fidelity Event Driven Opportunities Fund (FARNX)

8.78 0.00 (0.00%)
At close: September 8 at 8:00 PM EDT
Loading Chart for FARNX
DELL
  • Previous Close 8.78
  • YTD Return -22.67%
  • Expense Ratio 1.05%
  • Category Mid-Cap Blend
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 160.72M
  • Beta (5Y Monthly) 1.02
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 95.00%
  • Last Dividend 0.10
  • Inception Date Dec 12, 2013

The fund primarily invests in common stocks. It invests in securities of companies that Fidelity Management & Research Company (FMR) believes are involved in a special situation event, which may include corporate reorganizations, changes in beneficial ownership, deletion from a market index, material changes in management structure or corporate strategy, or changes to capital structure. The fund invests in securities of companies whose value FMR believes is not fully recognized by the public. It invests in lower-quality debt securities. The fund is non-diversified.

Fidelity Investments

Fund Family

Mid-Cap Blend

Fund Category

160.72M

Net Assets

2013-12-12

Inception Date

Performance Overview: FARNX

Trailing returns as of 5/31/2020. Category is Mid-Cap Blend.

YTD Return

FARNX
22.67%
Category
17.04%
 

1-Year Return

FARNX
18.86%
Category
50.44%
 

3-Year Return

FARNX
10.11%
Category
13.15%
 

5-Year Return

FARNX
1.88%
Category
13.75%
 

Holdings: FARNX

Top 10 Holdings (43.47% of Total Assets)

SymbolCompany% Assets
IAA
IAA 7.07%
5.94%
BME.L
B&M European Value Retail S.A. 5.34%
WBA
Walgreens Boots Alliance, Inc. 4.46%
ALXN
ALXN 4.26%
XLM
XLM 3.86%
SMCI
Super Micro Computer, Inc. 3.22%
RYGYO
RYGYO 3.19%
SYF
Synchrony Financial 3.14%
ZAGG
ZAGG 2.99%

Sector Weightings

SectorFARNX
Healthcare   32.46%
Industrials   16.67%
Technology   12.39%
Real Estate   3.67%
Utilities   3.48%
Energy   0.39%

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