Fidelity Worldwide Fund
FWIFX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 245 Summer Street Boston MA United States of America 02210
- IPO Date
- Feb 19, 2009
- CIK
- 0000744822
- Website
- fundresearch.fidelity.com
- Similar Companies
- Business
- Fidelity Advisor Worldwide Fund (FWIFX) is a diversified global equity mutual fund that seeks capital growth by investing primarily in common stocks issued throughout the world. The fund employs a mosaic investment approach combining the expertise of co-portfolio managers Stephen DuFour and Andrew Sergeant, allocating assets across market capitalizations, sectors, and geographic regions including the United States, Eurozone, United Kingdom, emerging Asia, and developed Asia; it focuses on growth-oriented securities in large-cap companies while maintaining flexibility for mid- and small-cap opportunities. Offered through Fidelity Investments, the Institutional Class (FWIFX) features a competitive net expense ratio, daily liquidity, and no-load structure for eligible investors such as institutions and financial professionals. Inaugurated on May 30, 1990, with portfolio inception aligned to the fund's launch, FWIFX operates from Fidelity's headquarters in Boston, Massachusetts, serving retail, advisor, and institutional clients globally. The fund maintains approximately $3.51 billion in net assets, with a Morningstar category of Global Large-Stock Growth and a style characterized by large-cap growth emphasis. It provides share classes including Class A (FWAFX), Class C (FWCFX), Class M (FWTFX), Class I (FWIFX), and Class Z (FIQOX), alongside the related retail Fidelity Worldwide Fund (FWWFX). Recent operational enhancements within Fidelity's equity lineup include multiple fund mergers approved in 2025, such as the Fidelity Advisor Overseas Fund into Fidelity Overseas Fund (shareholder-approved September 17, 2025) and Fidelity International Capital Appreciation Fund into Fidelity Advisor International Capital Appreciation Fund (approved June 11, 2025), aimed at streamlining share classes, reducing expenses by 5-7 basis points in select cases, and consolidating assets into larger vehicles with identical strategies. No direct mergers, acquisitions, or name changes affect FWIFX specifically in the last 1-2 years, though these broader Fidelity initiatives reflect ongoing portfolio rationalization efforts. The fund continues stable management tenure, with DuFour since October 2007 and Sergeant since October 2020, supporting consistent global equity exposure without reported strategic shifts.