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Fidelity Advisor Worldwide Fund Class M (FWTFX) Stock Analysis

$40.46 -$0.31 (-0.76%) |CouncilSplit View · 46 · C
Fidelity Advisor Worldwide Fund Class M (FWTFX) bottom line: Split View — our Council read (46/100) and AI Score (44/100) broadly agree. Strongest signal: Izzy Englander bullish · Biggest watch-out: Moon AI bearish.
MCap: $4.12B|
Data from FMP · Methodology

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 Worldwide Fund Class M (FWTFX) trades at $40.46 with AI Score 44/100 (Grade C). Fidelity Advisor Worldwide Fund Class M (FWTFX) is a global investment fund seeking capital growth through investments in… Market cap: $4.12B, Sector: Financial services.

Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026
Fidelity Advisor Worldwide Fund Class M (FWTFX) is a global investment fund seeking capital growth through investments in securities worldwide. The fund primarily focuses on common stocks, utilizing fundamental analysis to assess issuer financial health and market conditions.

Analyst Coverage for FWTFX: FWTFX 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 FWTFX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.

Watch the FWTFX film Every key number, told as a short cinematic story — just press play. ~2 min
Council Score · Weighted Average of 3 Disciplines
Split View 46/100 · C

FWTFX: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.

How is this calculated? →
Legends Council · 5 Legends + Moon AI
Ray Dalio
Bullish
Jim Simons
Neutral
Izzy Englander
Bullish
Seth Klarman
Neutral
Moon AI
Bearish
Munger's Mindset · Balance Sheet & Valuation
Financial Health
Neutral
Margin of Safety
Fairly Valued
Council Score · Weighted Average of 3 Disciplines · See tabs for details →

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 Worldwide Fund Class M (FWTFX) Financial Services Profile

HeadquartersBoston, US
IPO Year2009

Fidelity Advisor Worldwide Fund Class M (FWTFX) is a global asset management fund focusing on capital appreciation through diversified investments in worldwide securities, primarily common stocks. The fund employs fundamental analysis, considering issuer financials and market dynamics, to construct its portfolio and navigate the competitive asset management landscape.

Data Provenance | Financial Data Quantitative Analysis Analysis: Mar 17, 2026

What Is the Investment Thesis for FWTFX?

As of Mar 17, 2026 — figures reflect the data available on that date.

Fidelity Advisor Worldwide Fund Class M (FWTFX), with a market capitalization of $4.12B and a beta of 1.21, presents an investment opportunity centered on global equity exposure. The fund's strategy of investing primarily in common stocks across different countries and regions allows investors to participate in global economic growth. The ongoing catalyst for FWTFX is its active management, which leverages fundamental analysis to identify undervalued opportunities. However, the absence of dividend yield may deter income-focused investors. Potential risk factors include market volatility and the fund's beta, indicating higher sensitivity to market movements. The fund's performance is also subject to the expertise of the advisor in navigating global economic and political uncertainties.

Based on FMP financials and quantitative analysis

FWTFX Key Highlights

Market capitalization of $4.12B, reflecting its significant presence in the asset management industry.

  • Beta of 1.21, indicating higher volatility compared to the overall market.
  • Focus on global equity investments, providing exposure to diverse markets and economies.
  • Active management strategy employing fundamental analysis to identify investment opportunities.
  • No dividend yield, which may not appeal to income-seeking investors.

Who Are FWTFX's Competitors?

FWTFX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

Company Price Change Market Cap AI Score
AFDIX Large Cap Equity Fund - Investor Class $52.28 -0.76% $3.10B 46
CCASX Conestoga Small Cap Fund Investors Class $67.83 -1.45% $3.04B 46
EMGAX Allspring Emerging Markets Fund Class A $38.96 -1.39% $4.07B 47
FVDKX Fidelity Value Discovery Fund Class K $46.75 -0.51% $4.08B 44
FWAFX Fidelity Advisor Worldwide Fund Class A $41.03 -0.75% $4.13B 44
CNS Cohen & Steers, Inc. $80.79 -0.47% $4.15B 71
FHI Federated Hermes, Inc. $63.13 -1.33% $4.79B 98
WT WisdomTree, Inc. $22.82 +0.55% $3.49B 92

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are FWTFX's Key Strengths?

Global diversification across various countries and regions.

  • Experienced investment management team with strong research capabilities.
  • Established brand reputation of Fidelity Investments.
  • Focus on fundamental analysis for investment selection.

What Are FWTFX's Weaknesses?

Absence of dividend yield may deter income-seeking investors.

  • Higher beta indicates greater volatility compared to the market.
  • Performance is subject to market fluctuations and economic uncertainties.
  • Dependence on the advisor's expertise in navigating global markets.

What Could Drive FWTFX Stock Higher?

Active management leveraging fundamental analysis to identify undervalued opportunities.

  • Global diversification providing exposure to various markets and economies.
  • Potential expansion into emerging markets to capitalize on growth opportunities.
  • Integration of fintech solutions to enhance investment capabilities.

What Are the Key Risks for FWTFX?

Market volatility and economic uncertainties impacting investment returns.

  • Geopolitical risks and currency fluctuations affecting global investments.
  • Intense competition from other asset management firms.
  • Dependence on the advisor's expertise in navigating global markets.

What Are the Growth Opportunities for FWTFX?

  • Expansion into Emerging Markets: FWTFX can capitalize on the growth potential of emerging markets by increasing its allocation to companies in these regions. Emerging markets are expected to experience higher economic growth rates compared to developed economies, offering attractive investment opportunities. This expansion can provide diversification benefits and enhance the fund's overall returns. The timeline for this growth opportunity is ongoing, as emerging markets continue to develop and present new investment prospects.
  • Increased Focus on Sustainable Investing: FWTFX can attract socially conscious investors by incorporating environmental, social, and governance (ESG) factors into its investment process. Sustainable investing is gaining popularity, with investors increasingly seeking to align their investments with their values. By integrating ESG considerations, FWTFX can differentiate itself from competitors and tap into a growing market segment. The timeline for this growth opportunity is ongoing, as sustainable investing becomes more mainstream.
  • Leveraging Fintech Innovations: FWTFX can enhance its investment capabilities and improve operational efficiency by adopting fintech solutions. Fintech innovations, such as artificial intelligence and machine learning, can be used to analyze vast amounts of data and identify investment opportunities. By embracing fintech, FWTFX can gain a competitive edge and deliver superior returns. The timeline for this growth opportunity is upcoming, as fintech continues to disrupt the asset management industry.
  • Offering Customized Investment Solutions: FWTFX can cater to the specific needs of individual investors by offering customized investment solutions. This involves tailoring investment portfolios to match investors' risk tolerance, investment goals, and time horizons. By providing personalized services, FWTFX can attract and retain clients, increasing its assets under management. The timeline for this growth opportunity is ongoing, as investors demand more personalized investment experiences.
  • Strategic Partnerships and Acquisitions: FWTFX can accelerate its growth by forming strategic partnerships with other financial institutions or acquiring complementary businesses. Partnerships can provide access to new markets, technologies, and distribution channels. Acquisitions can expand FWTFX's product offerings and increase its market share. The timeline for this growth opportunity is potential, as FWTFX explores opportunities to collaborate with or acquire other companies.

What Are FWTFX's Competitive Advantages?

  • Established brand reputation of Fidelity Investments.
  • Extensive research capabilities and experienced investment professionals.
  • Diversified investment approach across global markets.

What Does FWTFX Do?

Fidelity Advisor Worldwide Fund Class M (FWTFX) is a globally-focused investment fund managed by Fidelity Investments, a leading financial services company. The fund's primary objective is to achieve capital growth by investing in securities issued across the world. The fund predominantly invests in common stocks, aiming to capture potential upside from equity markets globally. Fidelity employs a fundamental analysis approach to select investments for FWTFX. This involves evaluating various factors, including the financial condition of the issuer, its position within its respective industry, and prevailing market and economic conditions. The fund's investment strategy involves allocating investments across different countries and regions, seeking to diversify its portfolio and capitalize on growth opportunities in various markets. By considering global market dynamics and individual company fundamentals, FWTFX aims to deliver long-term capital appreciation for its investors. The fund's investment decisions are guided by Fidelity's experienced investment professionals and its established research capabilities. As of 2026, FWTFX continues to be a part of Fidelity's diverse range of investment products, catering to investors seeking global equity exposure.

What Products and Services Does FWTFX Offer?

  • Invests in securities issued throughout the world.
  • Primarily invests in common stocks.
  • Allocates investments across different countries and regions.
  • Uses fundamental analysis to select investments.
  • Evaluates issuer's financial condition and industry position.
  • Considers market and economic conditions.

How Does FWTFX Make Money?

  • Generates revenue through management fees charged on assets under management (AUM).
  • Aims to achieve capital growth for investors through strategic investments.
  • Utilizes a global investment approach, diversifying across various countries and regions.

What Industry Does FWTFX Operate In?

Fidelity Advisor Worldwide Fund Class M (FWTFX) operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The industry is influenced by global economic trends, regulatory changes, and technological advancements. FWTFX competes with other global equity funds, such as AFDIX, CCASX, EMGAX, FVDKX, and FWAFX, each offering varying investment strategies and risk profiles. The asset management industry is experiencing growth driven by increasing wealth and demand for investment solutions. FWTFX's ability to deliver consistent returns and adapt to changing market conditions will determine its success in this competitive landscape.

Who Are FWTFX's Key Customers?

  • Individual investors seeking capital appreciation.
  • Institutional investors looking for global equity exposure.
  • Financial advisors seeking investment solutions for their clients.
AI Confidence: 73% Updated: Mar 17, 2026

How Fidelity Advisor Worldwide Fund Class M Is Valued

Relative to its peer group, FWTFX's quantitative score of 44/100 is roughly in line with the peer average of 45/100.

FWTFX Financials

Bull Case vs Bear Case

Bull Case

  • Global diversification across various countries and regions.
  • Experienced investment management team with strong research capabilities.
  • Established brand reputation of Fidelity Investments.
  • Focus on fundamental analysis for investment selection.

Bear Case

  • Absence of dividend yield may deter income-seeking investors.
  • Higher beta indicates greater volatility compared to the market.
  • Performance is subject to market fluctuations and economic uncertainties.
  • Dependence on the advisor's expertise in navigating global markets.

AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026

FWTFX Latest News

No recent news available for FWTFX.

FWTFX Analyst Consensus

Consensus Rating

Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for FWTFX.

Price Targets

Wall Street price target analysis for FWTFX.

FWTFX MoonshotScore

44/100

What does this score mean?

The MoonshotScore rates FWTFX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.

What Investors Ask About Fidelity Advisor Worldwide Fund Class M (FWTFX) — Financial Services

What does the AI Score mean for FWTFX?

FWTFX holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Fidelity Advisor Worldwide Fund Class M (FWTFX) is a global investment fund seeking capital growth through investments in securities worldwide. The fund primarily focuses on common stocks …

What does Fidelity Advisor Worldwide Fund Class M do?

Fidelity Advisor Worldwide Fund Class M (FWTFX) is a global investment fund that seeks to achieve capital growth by investing in securities issued worldwide. The fund primarily focuses on common stocks, allocating investments across different countries and regions to diversify its portfolio.

What are the main risks for FWTFX?

The main risks for Fidelity Advisor Worldwide Fund Class M (FWTFX) include market volatility, global economic uncertainties, and geopolitical risks. As a global equity fund, FWTFX is subject to fluctuations in stock prices and currency exchange rates. Economic downturns in specific countries or regions can negatively impact the fund's performance.

What are the key factors to evaluate for FWTFX?

Fidelity Advisor Worldwide Fund Class M (FWTFX) holds an AI score of 44/100 (low). Fidelity Advisor Worldwide Fund Class M (FWTFX), with a market capitalization of $4.12B and a beta of 1.21, presents an investment opportunity centered on global equity exposure. Not financial advice.

How frequently does FWTFX data refresh on this page?

FWTFX's price was last updated on Aug 21, 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 FWTFX's recent stock price performance?

Fidelity Advisor Worldwide Fund Class M (FWTFX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Global diversification across various countries and regions. See the News tab for the latest drivers. Past performance does not predict future results.

Should investors consider FWTFX overvalued or undervalued right now?

Fidelity Advisor Worldwide Fund Class M (FWTFX) 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.

How do I research FWTFX before investing?

Before investing in Fidelity Advisor Worldwide Fund Class M (FWTFX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).

Why might investors consider adding FWTFX to a portfolio?

Key strength of Fidelity Advisor Worldwide Fund Class M (FWTFX): Global diversification across various countries and regions. Weigh rewards against risks and diversify. Not financial advice.

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

Price as of Analysis updated AI Score refreshed daily
Data Sources & Methodology
Market data powered by Financial Modeling Prep & Yahoo Finance. AI analysis by Stock Expert AI proprietary algorithms. Technical indicators via industry-standard calculations. Last updated: .
Data Provenance
Sources: Financial Modeling Prep (FMP) — Primary · Yahoo Finance — Fallback · Alpaca — Tertiary
Last fetched:
Cache TTL: Quote 5min · Profile 7d · Financials 7d · Insider 48h
How we use AI: Numbers are pulled directly from FMP & Yahoo Finance — our AI writes the analysis, it never edits the figures.
Data provided as-is for educational purposes. Not financial advice. Methodology

Data provided for informational purposes only.

Analysis Notes
  • The information provided is based on available data and may be subject to change.
  • Investment decisions should be made after consulting with a financial advisor.
Data Sources

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