Fidelity Series Emerging Markets Opportunities Fund (FEMSX)
The fund normally invests at least 80% of assets in securities of issuers in emerging markets and other investments that are tied economically to emerging markets. It normally invests primarily in common stocks. The adviser allocates investments across different emerging market countries. The adviser 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 Info
| ISIN | US3159101258 |
|---|---|
| CUSIP | 315910125 |
| Issuer | Fidelity |
| Inception Date | Dec 9, 2008 |
| Category | Emerging Markets Equities |
| Min. Investment | $0 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
FEMSX has an expense ratio of 0.01%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: FEMSX vs. FDEM, FEMSX vs. SPEM
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Series Emerging Markets Opportunities Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Series Emerging Markets Opportunities Fund had a return of 9.64% year-to-date (YTD) and 15.41% in the last 12 months. Over the past 10 years, Fidelity Series Emerging Markets Opportunities Fund had an annualized return of 5.47%, while the S&P 500 had an annualized return of 11.39%, indicating that Fidelity Series Emerging Markets Opportunities Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 9.64% | 25.48% |
| 1 month | -6.31% | 2.14% |
| 6 months | 0.53% | 12.76% |
| 1 year | 15.41% | 33.14% |
| 5 years (annualized) | 3.88% | 13.96% |
| 10 years (annualized) | 5.47% | 11.39% |
Monthly Returns
The table below presents the monthly returns of FEMSX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -4.10% | 4.63% | 2.59% | 0.11% | 1.96% | 3.29% | -0.21% | 0.32% | 6.59% | -3.44% | 9.64% | ||
| 2023 | 10.31% | -7.43% | 3.26% | 0.06% | -2.00% | 4.95% | 6.43% | -6.37% | -3.08% | -3.24% | 8.08% | 4.22% | 14.23% |
| 2022 | -1.71% | -7.55% | -3.66% | -6.36% | 1.34% | -6.30% | 0.00% | -0.12% | -11.14% | -2.41% | 16.23% | -2.94% | -23.95% |
| 2021 | 3.09% | 1.17% | -1.42% | 1.29% | 1.92% | 1.40% | -7.00% | 1.92% | -4.40% | 1.44% | -4.46% | 0.37% | -5.14% |
| 2020 | -4.70% | -3.97% | -17.53% | 9.12% | 4.18% | 8.31% | 7.82% | 2.95% | -1.41% | 2.48% | 10.42% | 8.38% | 24.72% |
| 2019 | 9.62% | 0.67% | 2.26% | 2.48% | -5.79% | 6.71% | -1.62% | -3.09% | 2.09% | 4.36% | 0.88% | 8.18% | 28.87% |
| 2018 | 8.78% | -4.68% | -1.31% | -2.83% | -3.29% | -3.50% | 1.66% | -4.75% | -0.26% | -7.97% | 4.19% | -2.49% | -16.20% |
| 2017 | 6.50% | 3.23% | 3.48% | 2.35% | 2.84% | 0.43% | 5.93% | 3.10% | -0.10% | 3.64% | 0.05% | 10.20% | 49.92% |
| 2016 | -6.34% | -0.82% | 11.62% | 1.68% | -2.77% | 3.94% | 5.36% | 2.36% | 1.94% | -0.18% | -5.12% | 0.01% | 10.94% |
| 2015 | 0.48% | 2.87% | -1.28% | 6.00% | -2.83% | -2.06% | -6.59% | -7.87% | -2.30% | 6.24% | -2.42% | -2.75% | -12.73% |
| 2014 | -7.24% | 3.93% | 1.36% | 0.23% | 4.71% | 3.28% | 0.38% | 2.09% | -6.35% | -0.39% | -1.29% | -4.24% | -4.29% |
| 2013 | 1.69% | -1.49% | -2.62% | 1.61% | -1.35% | -7.15% | 2.12% | -2.39% | 7.86% | 4.90% | 0.28% | 1.68% | 4.41% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FEMSX is 13, indicating that it is in the bottom 13% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Series Emerging Markets Opportunities Fund (FEMSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Series Emerging Markets Opportunities Fund provided a 2.57% dividend yield over the last twelve months, with an annual payout of $0.49 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.49 | $0.49 | $0.37 | $0.69 | $0.33 | $0.50 | $0.41 | $0.39 | $0.19 | $0.18 | $0.14 | $0.35 |
Dividend yield | 2.57% | 2.82% | 2.39% | 3.26% | 1.33% | 2.41% | 2.47% | 1.81% | 1.24% | 1.27% | 0.83% | 1.97% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Series Emerging Markets Opportunities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.49 | $0.49 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.37 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.69 | $0.69 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.33 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.50 | $0.50 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.41 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $0.39 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2013 | $0.35 | $0.35 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Series Emerging Markets Opportunities Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Fidelity Series Emerging Markets Opportunities Fund was 44.16%, occurring on Oct 24, 2022. The portfolio has not yet recovered.
The current Fidelity Series Emerging Markets Opportunities Fund drawdown is 20.26%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.16% | Feb 17, 2021 | 426 | Oct 24, 2022 | — | — | — |
| -34.63% | Jan 21, 2020 | 44 | Mar 23, 2020 | 108 | Aug 25, 2020 | 152 |
| -33.29% | Sep 5, 2014 | 346 | Jan 20, 2016 | 329 | May 10, 2017 | 675 |
| -30.98% | Apr 11, 2011 | 122 | Oct 3, 2011 | 671 | Jun 6, 2014 | 793 |
| -27.17% | Jan 29, 2018 | 191 | Oct 29, 2018 | 301 | Jan 10, 2020 | 492 |
Volatility
Volatility Chart
The current Fidelity Series Emerging Markets Opportunities Fund volatility is 4.77%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.