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Fidelity Enduring Opportunities Fund: (MF: FEOPX)

(NASDAQ Mutual Funds) As of May 16, 2025 08:00 PM ET

$16.95 USD

+0.12 (0.71%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2025

Total Return %* Percentile Rank Objective
YTD -1.85 15
3 months -5.37 13
6 months -1.89 35
1 Year 7.68 50
3 Year 8.71 53
5 Year 11.07 77
10 Year NA NA

* Annual for three years and beyond.

Zacks Premium Research for FEOPX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Sell 4
MF Report

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Portfolio Statistics

% Unrealized Gain 31.18
% Yield 0.35
% SEC Yield NA
Net Assets (Mil $) 4/30/2025 13.26
% Turnover 4/30/2025 18.00

Risk

3 Year 5 Year 10 Year
Beta 1.06 1.05 NA
Alpha -3.29 -4.38 0.00
R Squared 0.91 0.90 NA
Std. Dev. 18.02 18.07 NA
Sharpe 0.32 0.55 NA

Sector / Country Weightings

As of 4/30/2025 % of Portfolio
Technology 27.24
Retail Trade 18.02
Finance 15.93
Industrial Cyclical 10.29
Other 9.81
Non-Durable 7.49
Health 3.95
Services 3.58
Consumer Durables 2.15
Energy 1.28
Utilities 0.26

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2025)
% of Portfolio Value (Mil$)
MICROSOFT CORP 4.36 0.64
NVIDIA CORP 4.31 0.63
AMAZON.COM INC 3.46 0.51
META PLATFORMS INC 2.58 0.38
TOTAL*MONEY MARKET 2.54 0.37
TESLA INC 1.82 0.27
JPMORGAN CHASE & CO 1.55 0.23
ELI LILLY & CO 1.31 0.19
TAIWAN SEMICONDUCTOR MANU 1.24 0.18

Stock Holding % of Net Assets

As Of 1/31/2025
Total Issues 242
Avg. P/E 26.94
Avg. P/Book 4.74
Avg. EPS Growth 12.58
Avg. Market Value (Mil $) 453,709

Composition

% of Portfolio
Stocks 98.32
Foreign Stocks 31.89
Cash 2.54
Bonds 0.00
Foreign Bonds 0.00
Preferred 0.00
Convertible 0.00
Other -0.86
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth 28.68
Large Value 6.38
Small Growth 21.30
Small Value 2.16
Foreign Stock 27.37
Emerging Market 0.00
Precious Metal 0.32
Intermediate Bond 0.63
Foreign Bond 0.00
High Yield Bond 11.15