Fidelity� China Region Fund

 (MUTF:FHKCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.38%  
1 week   +0.97%
   
4 week   +4.43%
   
3 month   +11.96%
   
YTD   +31.92%
   
1 year   +29.01%
   
3 years*   +7.21%
   
5 years*   +12.61%
   
*annualized
Best 3 month return+52.45%  
Worst 3 month return-34.29%  

Morningstar statistics

Morningstar category: China Region
  Return Risk Rating
3 years Average Average
5 years Above Average Above Average
10 years High Average
Overall Above Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets1.17B 
Front load-  
Deferred load-  
Expense ratio1.02%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash9.06%  
Stocks90.94%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$2,500  
IRA Initial$2,500  
31.63+0.26(0.83%)
Jul 23, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in securities of Hong Kong, Taiwanese, and Chinese issuers and other investments that are tied economically to the China region. It normally invests primarily in common stocks. The fund allocates investments across different China region countries. It invests up to 35% of total assets in any industry that accounts for more than 20% of the Hong Kong, Taiwanese, and Chinese market. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
Fund filings (PDF) »
Asset manager:
Bobby Bao (Started: Oct 1, 2011)
Advisor Company:
Fidelity Management & Research Company
Fund family reports on Morningstar »
Fidelity Investments, 483 Bay Street, Boston, MA 02109, USA
1-800-387-8092 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* 9.30 6.40 3.95 6.60
Beta* 0.93 1.28 1.14 1.06
Mean annual return 2.26 0.69 1.05 0.81
R-squared* 30.75 52.81 50.26 70.33
Standard deviation 12.06 21.96 18.52 24.12
Sharpe ratio 2.20 0.37 0.67 0.38
* Against standard index

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