Fidelity Advisor Women's Leadership C (FWOCX)
| Fund Assets | 145.61M |
| Expense Ratio | 1.74% |
| Min. Investment | $0.00 |
| Turnover | 45.00% |
| Dividend (ttm) | 0.83 |
| Dividend Yield | 4.75% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Jun 13, 2025 |
| Previous Close | 17.51 |
| YTD Return | 5.57% |
| 1-Year Return | 9.68% |
| 5-Year Return | 52.54% |
| 52-Week Low | 13.59 |
| 52-Week High | 17.62 |
| Beta (5Y) | n/a |
| Holdings | 97 |
| Inception Date | May 1, 2019 |
About FWOCX
Fidelity Advisor Women's Leadership Fund Class C is a mutual fund focused on advancing gender diversity and leadership within corporate America. Its primary investment strategy is to allocate capital to companies demonstrating strong female representation in senior management or on boards of directors. By concentrating on organizations with notable women's leadership, the fund aims to promote gender-inclusive practices across multiple sectors, particularly within large-cap and growth-oriented industries. The fund’s investment process leverages both quantitative and qualitative analyses to identify forward-thinking companies that integrate diverse perspectives into decision-making. This thematic approach not only supports social progress but also seeks exposure to businesses that may benefit from diverse leadership. As a part of Fidelity’s Advisor fund lineup, the Women's Leadership Fund Class C appeals to investors who prioritize environmental, social, and governance (ESG) principles, especially those interested in the impact of gender diversity on corporate performance and culture. The fund’s performance and risk management reflect Fidelity’s broader expertise in mutual fund administration and long-term strategic research.
Performance
FWOCX had a total return of 9.68% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.95%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Top 10 Holdings
34.14% of assets| Name | Symbol | Weight |
|---|---|---|
| Microsoft Corporation | MSFT | 6.77% |
| NVIDIA Corporation | NVDA | 6.39% |
| Apple Inc. | AAPL | 5.99% |
| Amazon.com, Inc. | AMZN | 4.50% |
| JPMorgan Chase & Co. | JPM | 2.14% |
| Alphabet Inc. | GOOGL | 1.91% |
| Micron Technology, Inc. | MU | 1.73% |
| Eli Lilly and Company | LLY | 1.67% |
| Alphabet Inc. | GOOG | 1.58% |
| The Walt Disney Company | DIS | 1.45% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Jun 13, 2025 | $0.586 | Jun 16, 2025 |
| Dec 26, 2024 | $0.243 | Dec 27, 2024 |
| Dec 17, 2021 | $0.172 | Dec 20, 2021 |
| Jun 4, 2021 | $0.129 | Jun 7, 2021 |