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Fidelity Pacific Basin Fund (FPBFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.31+0.40 (+1.34%)
At close: 08:01PM EDT

Fidelity Pacific Basin Fund

Boston, MA 02109

82 Devonshire Street

Fidelity Investment Trust

Management information
,Lead manager since 31 January 2021
Stephen Lieu is a portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Lieu is co-manager of Fidelity Pacific Basin Fund. Prior to assuming this role, Mr. Lieu co-managed Fidelity and Fidelity Advisor China Region Fund and was a research analyst responsible for covering Asian technology stocks and Chinese consumer stocks. Prior to joining Fidelity in 2013, Mr. Lieu was an investment associate at Deutsche Bank's DB Masdar Clean Tech Fund. Additionally, he worked in the investment banking divisions of Greenhill & Co and UBS. He has been in the financial industry since 2008. Mr. Lieu earned his bachelor of science in finance and accounting from The Wharton School of the University of Pennsylvania and his master of business administration from Columbia Business School.​
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryDiversified Pacific/Asia
Fund familyFidelity Investments
Net assets677.11M
YTD return1.32%
Yield0.79%
Morningstar rating★★★★
Inception date30 Sept 1986

Fund operations

Last dividend0.25
Last cap gain7.00
Holdings turnover46.00%
Average for categoryN/A

Fees and expenses

ExpenseFPBFXCategory average
Annual report expense ratio (net)1.07%0.59%
Prospectus net expense ratio1.07%N/A
Prospectus gross expense ratio1.07%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A