Fidelity Overseas Fund
FOSKX
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- Fidelity Overseas Fund (FOSKX) is an open-end mutual fund that seeks long-term growth of capital primarily through investments in non-U.S. securities, including common stocks of companies tied economically to countries and regions outside the United States; it normally allocates assets across diverse geographies such as Europe (including the Eurozone), the United Kingdom, Japan, and other developed markets, with sector emphases in industrials, financial services, technology, and basic materials. The fund, managed by Fidelity Management & Research Company LLC (FMR) as investment adviser with sub-advisers and portfolio manager Vincent Montemaggiore since 2012, offers Class K shares exclusively to certain employer-sponsored retirement plans including 401(k), 403(b), and defined benefit plans, as well as select Fidelity health savings accounts; total net assets stand at approximately $7.42 billion, with a net expense ratio of 0.59% and portfolio turnover of 35%. Launched on May 9, 2008, and domiciled in the United States with headquarters at 245 Summer Street, Boston, Massachusetts, the fund targets institutional and retirement plan investors seeking foreign large growth equity exposure. Principal holdings as of recent reports include Banco Santander SA, Rolls-Royce Holdings PLC, Safran SA, Schneider Electric SE, and SAP SE, representing key positions in banking, aerospace, industrials, and software across Europe; the portfolio maintains approximately 89% in non-U.S. stocks, 7% in U.S. stocks, and minimal cash, with top regions comprising the Eurozone (41%), United Kingdom (16%), and Japan (16%). In December 2024, the fund's prospectus outlined an upcoming policy expansion effective December 11, 2025, to include derivative instruments providing exposure to non-U.S. securities or associated market risk factors within its 80% non-U.S. investment policy, broadening flexibility while adhering to existing derivatives limitations; no recent portfolio manager changes, acquisitions, funding rounds, or major strategic alliances specific to the fund were reported in 2024-2025, with performance commentary noting a modest 0.12% gain in Q3 2025 amid trailing the MSCI EAFE Index.