Posted inHead To Head

HEAD-TO-HEAD: Fidelity versus FSSA

FSA compares two India equity products: the Fidelity India Focus Fund and the FSSA Indian Subcontinent Fund.
by Rupert Walker

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Fees

Fund research firm Morningstar pays a lot of attention to management charges and expenses, and share classes that charge excessive fees are typically assigned lower ratings.

The ongoing charges fee (OCF) for the Hong Kong retail share class of the Fidelity fund is 1.94%, which is in Morningstar category’s second-costliest quintile. Morningstar thinks it is unlikely that the share class will be able to deliver positive alpha relative to the category benchmark index, explaining its analyst rating of neutral.

The OCF for the FSSA fund is just slightly lower at 1.91%, but Morningstar thinks that it will be able to deliver positive alpha relative to the category benchmark index, explaining its analyst rating of gold.

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