About FWOEX
The Fidelity Advisor Women's Leadership Fund - Class M is an actively managed mutual fund focused on U.S. equity securities. Its primary purpose is to seek long-term capital growth by investing at least 80% of its assets in companies that demonstrate a strong commitment to advancing women's leadership. Eligible companies typically feature women in senior management roles, boards with at least one-third female representation, or established policies designed to attract, retain, and promote women within their organizations. By integrating these criteria, the fund aims to support gender diversity and leadership development across its portfolio.
The fund maintains a diversified approach, holding both domestic and select foreign equities, with sector allocations that frequently emphasize technology, communication services, and consumer discretionary industries. Core holdings often include prominent companies like Amazon, Microsoft, and Apple, reflecting its tilt toward large-cap, growth-oriented names. Launched in 2019, the Fidelity Advisor Women's Leadership Fund - Class M serves investors seeking alignment with environmental, social, and governance (ESG) principles, specifically gender diversity, within the broader large-blend equity category.
Fund Family Fidelity
Category Large Blend
Stock Exchange NASDAQ
Ticker Symbol FWOEX
Share Class Class M
Index Russell 3000 TR
FWOEX had a total return of 2.61% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.78%.
