Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) with AI Score 43/100 (Grade C). Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) seeks capital appreciation by investing primarily in non-U. S. Sector: Financial services.
Last analyzed: Mar 18, 2026FIDZX: the 1 perspectives are evenly split.
Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) Financial Services Profile
Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) is a financial services company focused on capital appreciation through investments in non-U.S. securities, including emerging markets, utilizing fundamental analysis and strategic allocation across diverse countries and regions, with a current dividend yield of 5.65%.
What Is the Investment Thesis for FIDZX?
Fidelity Advisor International Capital Appreciation Fund Class Z presents a notable research candidate for investors seeking international equity exposure with a focus on capital appreciation. With a market capitalization of $16.81 billion and a dividend yield of 5.65%, the fund offers a blend of growth and income potential. The fund's strategy of investing in non-U.S. securities, including emerging markets, provides diversification benefits and access to potentially higher growth rates compared to domestic markets. The fund's fundamental analysis-driven approach aims to identify undervalued companies with strong growth prospects. Upcoming catalysts include the potential for increased allocations to emerging markets as these economies recover and grow. However, potential risks include currency fluctuations and geopolitical uncertainties that could impact the fund's performance. The fund's beta of 0.89 suggests lower volatility compared to the overall market, making it a potentially noteworthy option for risk-averse investors.
Based on FMP financials and quantitative analysis
FIDZX Key Highlights
- Market capitalization of $16.81 billion, indicating a substantial presence in the asset management industry.
- Profit margin of 6.4%, reflecting the fund's ability to generate earnings from its investments.
- Gross margin of 42.9%, showcasing the fund's efficiency in managing its expenses.
- Beta of 0.89, suggesting lower volatility compared to the overall market.
- Dividend yield of 5.65%, providing investors with a steady stream of income.
Who Are FIDZX's Competitors?
Who Are FIDZX's Competitors?
FIDZX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| FCPCX Fidelity Advisor International Capital Appreciation Fund Class C | $30.08 | +0.00% | $16.26B | 44 |
| SII Sprott Inc. | $131.01 | +3.20% | $3.38B | 71 |
| TPZ Tortoise Electrification Infrastructure ETF | $21.67 | +0.00% | $127.64M | 70 |
| IDDTF AB Industrivärden (publ) | $34.25 | +0.00% | $14.79B | 70 |
| IDKFF ThreeD Capital Inc. | $0.08 | +0.00% | $5.72M | 70 |
| STEX Streamex Corp. (STEX) is focused on real-world asset tokenization, particularly integrating the gold and commodities market into blockchain technology. The company | $1.14 | -7.32% | 46M | 62 |
| DIAX Nuveen Dow 30 Dynamic Overwrite Fund | $14.10 | +0.00% | $512.77M | 62 |
| JHG Janus Henderson Group plc | $51.72 | +0.05% | 8B | 62 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FIDZX's Key Strengths?
- Experienced portfolio management team
- Disciplined investment process
- Diversified portfolio of international equities
- Established brand reputation
What Are FIDZX's Weaknesses?
- Exposure to currency fluctuations
- Dependence on global economic conditions
- Potential for underperformance compared to benchmarks
- Higher expense ratio compared to some competitors
What Could Drive FIDZX Stock Higher?
- Potential for increased allocations to emerging markets as these economies recover and grow.
- Growing demand for international equity investments.
- Increasing interest in sustainable investing.
- Potential for new investment products to attract new investors.
What Are the Key Risks for FIDZX?
- Currency fluctuations could negatively impact returns.
- Geopolitical uncertainties could disrupt global markets.
- Increased competition from other asset managers.
- Market volatility could lead to short-term losses.
What Are the Growth Opportunities for FIDZX?
- Expansion into Emerging Markets: The fund can capitalize on the growth potential of emerging markets by increasing its allocations to these regions. Emerging markets are expected to experience higher economic growth rates compared to developed markets, driven by factors such as increasing urbanization, rising disposable incomes, and technological advancements. This presents opportunities for the fund to invest in companies with strong growth prospects and generate attractive returns. The timeline for this growth opportunity is ongoing, as emerging markets continue to develop and mature.
- Increased Focus on Sustainable Investing: The fund can attract socially responsible investors by incorporating environmental, social, and governance (ESG) factors into its investment process. Sustainable investing is gaining traction globally, with investors increasingly seeking to align their investments with their values. By integrating ESG considerations into its investment decisions, the fund can enhance its long-term performance and attract a wider pool of investors. The timeline for this growth opportunity is ongoing, as sustainable investing becomes more mainstream.
- Development of New Investment Products: The fund can expand its product offerings by developing new investment products that cater to specific investor needs and preferences. This could include thematic funds focused on specific sectors or industries, or customized investment solutions tailored to individual client requirements. By diversifying its product offerings, the fund can attract new investors and increase its assets under management. The timeline for this growth opportunity is medium-term, as the fund needs to conduct market research and develop new investment strategies.
- Strategic Partnerships and Acquisitions: The fund can pursue strategic partnerships and acquisitions to expand its geographic reach and enhance its investment capabilities. This could involve partnering with local asset managers in emerging markets to gain access to local market expertise, or acquiring smaller asset management firms with specialized investment strategies. By leveraging strategic partnerships and acquisitions, the fund can accelerate its growth and strengthen its competitive position. The timeline for this growth opportunity is long-term, as it requires careful planning and execution.
- Enhanced Digital Marketing and Distribution: The fund can leverage digital marketing and distribution channels to reach a wider audience of investors and increase its brand awareness. This could involve developing a user-friendly website, creating engaging content on social media, and partnering with online investment platforms. By enhancing its digital presence, the fund can attract new investors and reduce its reliance on traditional distribution channels. The timeline for this growth opportunity is short-term, as the fund can implement digital marketing initiatives relatively quickly.
What Opportunities Does FIDZX Have?
- Expansion into emerging markets
- Increased focus on sustainable investing
- Development of new investment products
- Strategic partnerships and acquisitions
What Threats Does FIDZX Face?
- Geopolitical risks
- Increased competition from other asset managers
- Regulatory changes
- Market volatility
What Are FIDZX's Competitive Advantages?
- Established brand reputation and track record.
- Experienced portfolio management team.
- Disciplined investment process based on fundamental analysis.
- Diversified portfolio of international equities.
What Does FIDZX Do?
Fidelity Advisor International Capital Appreciation Fund Class Z is designed for investors seeking capital appreciation through exposure to international equity markets. The fund primarily invests in non-U.S. securities, encompassing both developed and emerging markets. Its investment strategy involves allocating assets across different countries and regions to optimize returns while managing risk. The fund's investment decisions are guided by fundamental analysis, which includes evaluating an issuer's financial condition, industry position, and prevailing market and economic conditions. This approach aims to identify companies with strong growth potential and sustainable competitive advantages. The fund invests primarily in common stocks. The fund's objective is to provide long-term capital growth by capitalizing on opportunities in the global equity landscape. As of 2026, the fund manages a substantial portfolio with a market capitalization of $16.81 billion, reflecting its significant presence in the asset management industry. The fund's investment process is overseen by experienced portfolio managers who conduct in-depth research and analysis to construct a diversified portfolio that aligns with the fund's investment objective. The fund's focus on international equities allows investors to gain exposure to a wide range of companies and industries that may not be readily available in the U.S. market. The fund's commitment to fundamental analysis and disciplined investment approach aims to deliver consistent long-term performance for its investors.
What Products and Services Does FIDZX Offer?
- Invests primarily in non-U.S. securities, including those in emerging markets.
- Seeks capital appreciation through strategic asset allocation.
- Utilizes fundamental analysis to select investments.
- Allocates investments across different countries and regions.
- Manages a diversified portfolio of common stocks.
- Provides investors with exposure to international equity markets.
- Offers a dividend yield of 5.65% as of 2026-03-18.
How Does FIDZX Make Money?
- Generates revenue through management fees charged on assets under management.
- Earns income from dividends and capital gains on its investments.
- Utilizes fundamental analysis to identify undervalued securities.
- Manages risk through diversification and strategic asset allocation.
What Industry Does FIDZX Operate In?
Fidelity Advisor International Capital Appreciation Fund Class Z operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as global economic conditions, interest rates, and regulatory changes. The fund competes with other asset managers, including DGRW, EMB, ETHA, FCPCX, and FFRHX, in attracting investor capital. The increasing demand for international equity investments and the growing interest in emerging markets present opportunities for the fund to expand its assets under management. The fund's focus on fundamental analysis and its experienced portfolio management team position it to navigate the complexities of the global equity markets and deliver long-term value to its investors.
Who Are FIDZX's Key Customers?
- Individual investors seeking capital appreciation.
- Institutional investors looking for international equity exposure.
- Retirement savers seeking long-term growth.
- Financial advisors seeking investment solutions for their clients.
FIDZX Financials
FIDZX Latest News
No recent news available for FIDZX.
FIDZX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for FIDZX.
Price Targets
Wall Street price target analysis for FIDZX.
FIDZX MoonshotScore
What does this score mean?
The MoonshotScore rates FIDZX's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Fidelity Advisor International Capital Appreciation Fund Class Z Financial Services Stock: Key Questions Answered
What does Fidelity Advisor International Capital Appreciation Fund Class Z do?
Fidelity Advisor International Capital Appreciation Fund Class Z is an investment fund that seeks to achieve capital appreciation by investing primarily in non-U.S. securities, including those located in emerging markets. The fund strategically allocates its investments across various countries and regions, utilizing fundamental analysis of factors such as each issuer's financial condition, industry position, and prevailing market and economic conditions. The fund's investment strategy aims to identify and capitalize on opportunities in the global equity landscape, providing investors with exposure to a diversified portfolio of international stocks.
What do analysts say about FIDZX stock?
AI analysis is pending for Fidelity Advisor International Capital Appreciation Fund Class Z. Generally, analysts evaluate such funds based on factors like asset allocation strategy, expense ratio, historical performance relative to benchmarks, and risk-adjusted returns. Key valuation metrics include the fund's net asset value (NAV), dividend yield (currently 5.65%), and expense ratio. Growth considerations involve the fund's ability to attract and retain assets under management, as well as its exposure to high-growth international markets. A comprehensive analyst report would provide a more detailed assessment of the fund's strengths, weaknesses, opportunities, and threats.
What are the main risks for FIDZX?
The main risks for Fidelity Advisor International Capital Appreciation Fund Class Z include currency risk, as fluctuations in exchange rates can impact the value of its non-U.S. investments. Geopolitical risks, such as political instability and trade disputes, can also negatively affect the fund's performance. Additionally, the fund faces market risk, as global equity markets are subject to volatility and downturns. Increased competition from other asset managers and regulatory changes could also pose challenges. Investors should carefully consider these risks before investing in the fund.
How does Fidelity Advisor International Capital Appreciation Fund Class Z make money in financial services?
Fidelity Advisor International Capital Appreciation Fund Class Z generates revenue primarily through management fees charged on its assets under management (AUM). These fees are typically a percentage of the fund's AUM and are used to cover the costs of managing the fund, including portfolio management, research, and administrative expenses. The fund also earns income from dividends and capital gains generated by its investments in non-U.S. securities. The fund's profitability is influenced by its ability to attract and retain assets, as well as its investment performance.
How is Fidelity Advisor International Capital Appreciation Fund Class Z adapting to fintech disruption?
While specific details on Fidelity Advisor International Capital Appreciation Fund Class Z's fintech initiatives are not available, asset management firms are generally adapting to fintech disruption by investing in digital platforms, data analytics, and artificial intelligence to enhance their investment processes, improve client service, and reduce costs. This could involve using AI-powered tools to analyze market data, personalize investment recommendations, and automate back-office operations. The fund's competitive response to fintech challengers may also include partnering with fintech companies to offer new products and services, or developing its own proprietary technology solutions.
What are the key factors to evaluate for FIDZX?
Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) currently holds an AI score of 43/100, indicating low score. Key strength: Experienced portfolio management team. Primary risk to monitor: Currency fluctuations could negatively impact returns. This is not financial advice.
How frequently does FIDZX data refresh on this page?
FIDZX prices update in real time during U.S. market hours (9:30 AM-4:00 PM ET, weekdays). Fundamentals refresh after quarterly or annual filings. Analyst ratings and AI insights update daily. News is aggregated continuously from financial sources.
What has driven FIDZX's recent stock price performance?
Recent price movement in Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) can be influenced by earnings results, analyst revisions, sector rotation, and broader market sentiment. Notable catalyst: Experienced portfolio management team. Check the News and Technical Analysis tabs for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- The information provided is based on the available source data and may not be exhaustive.
- AI analysis is pending for Fidelity Advisor International Capital Appreciation Fund Class Z.
- Investment decisions should be based on a thorough understanding of the fund's prospectus and risk factors.