Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) Stock Analysis
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) trades at $38.40 with AI Score 43/100 (Grade C). Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) seeks capital appreciation by investing primarily in… Market cap: $18.9B, Sector: Financial services.
Price as of Jul 23, 2026 · Last analyzed: Mar 18, 2026Analyst Coverage for FIDZX: FIDZX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates FIDZX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
FIDZX: 2/3 scored disciplines lean bearish. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
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 $18.9B 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 $18.9B, 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?
FIDZX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $95.00 | -1.14% | $16.4B | 47 |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $94.53 | -0.59% | $14.5B | 44 |
| ETHA iShares Ethereum Trust ETF | $14.11 | -2.82% | $8.62B | 44 |
| FCPCX Fidelity Advisor International Capital Appreciation Fund Class C | $29.48 | -0.37% | $19.0B | 44 |
| FFRHX Fidelity Floating Rate High Income | $9.00 | -0.11% | $14.4B | — |
| BEN Franklin Resources, Inc. | $32.02 | -1.11% | $16.6B | 71 |
| IDDTF AB Industrivärden (publ) | $34.25 | +0.00% | $14.8B | 70 |
| ARCC Ares Capital Corporation | $18.61 | -1.33% | $13.4B | 86 |
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 $18.9B, 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 Valuation & Market Position
Relative to its peer group, FIDZX's quantitative score of 43/100 is roughly in line with the peer average of 45/100.
F-Score 6/9Financial Health
Fidelity Advisor International Capital Appreciation Fund Class Z's Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 13.77 places it in the safe zone, indicating low near-term bankruptcy risk.
FIDZX Financials
Bull Case vs Bear Case
Bull Case
- Experienced portfolio management team
- Disciplined investment process
- Diversified portfolio of international equities
- Established brand reputation
Bear Case
- Exposure to currency fluctuations
- Dependence on global economic conditions
- Potential for underperformance compared to benchmarks
- Higher expense ratio compared to some competitors
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 2026
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 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Fidelity Advisor International Capital Appreciation Fund Class Z Financial Services Stock: Key Questions Answered
What does the AI Score mean for FIDZX?
FIDZX holds an AI Score of 43/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) seeks capital appreciation by investing primarily in non-U.S. securities, including those in emerging markets. The fund …
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.
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.
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.
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.
What are the key factors to evaluate for FIDZX?
Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) holds an AI score of 43/100 (low). Not financial advice.
How frequently does FIDZX data refresh on this page?
FIDZX's price was last updated on Jul 23, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven FIDZX's recent stock price performance?
Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Experienced portfolio management team. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider FIDZX overvalued or undervalued right now?
Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
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.