About FERIX
Fidelity Advisor Emerging Asia Fund - Class I is an actively managed mutual fund designed to achieve long-term capital appreciation by investing primarily in the common stocks of companies located in or economically tied to emerging markets within Asia. The fund allocates at least 80% of its assets to these markets, providing investors exposure to dynamic economies such as China, Taiwan, India, and Southeast Asia. Utilizing a rigorous, research-driven investment process, the fund focuses on identifying companies with robust growth potential, strong free cash flow, and quality management. Key holdings often include industry leaders in technology, finance, and consumer sectors, with notable positions in companies like Taiwan Semiconductor Manufacturing, Tencent Holdings, and HDFC Bank. The fund aims to capitalize on the region’s structural economic growth, leveraging Fidelity’s global research capabilities for in-depth fundamental analysis and disciplined stock selection. As a Class I share offering, it is targeted to eligible investors and is structured without sales charges or 12b-1 fees, resulting in a competitive expense ratio. The fund plays a strategic role for investors seeking diversified access to emerging Asian equity markets within global portfolios.
Fund Family Fidelity
Category Pacific/Asia ex-Japan Stk
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol FERIX
Share Class Class I
Index MSCI AC Asia ex Japan NR USD
FERIX had a total return of 61.35% in the past year, including dividends.
Since the fund's inception, the average annual return has been 8.52%.
