Key Facts
• In 2025, the “Fidelity U.S. Quality Equity Fund” won the top award in the U.S. stock category of the Diamond Zai NISA Investment Trust Grand Prix.
• The fund achieved a 188% growth rate from 2020 to 2024, surpassing the S&P 500 index.
• Established in April 1998, the fund has a 27-year track record and is eligible for NISA installment investment.
• The fund employs a bottom-up approach, focusing on detailed corporate analysis rather than macroeconomic trends.
• NVIDIA has been a key holding since 2020, with its AI and data center growth potential identified early.
• The fund limits its portfolio to fewer than 100 stocks, compared to the S&P 500’s 500 stocks.
• It balances sector allocations similar to the S&P 500 but emphasizes high-confidence stocks within each sector.
• The fund’s resilience during market downturns is attributed to diversified holdings, including traditional energy companies like ExxonMobil.
• The fund’s research team includes 10 members, with sector leaders selecting stocks based on in-depth analysis.
• The fund prioritizes long-term growth and risk management, avoiding over-reliance on single themes like AI.
Summary
The “Fidelity U.S. Quality Equity Fund” has outperformed the S&P 500 with a 188% growth rate over five years (2020–2024), earning the top award in the U.S. stock category of the Diamond Zai NISA Investment Trust Grand Prix 2025. Established in 1998, the fund employs a bottom-up approach, focusing on detailed corporate analysis rather than macroeconomic trends. Key holdings include NVIDIA, whose AI and data center growth potential were identified early, and ExxonMobil, valued for its strong cash flow and efficient management. The fund’s strategy involves limiting its portfolio to fewer than 100 stocks, balancing sector allocations similar to the S&P 500 while emphasizing high-confidence stocks. Its resilience during market downturns and long-term focus make it a standout choice for investors. The fund’s success is driven by Fidelity Investments’ global research network and a dedicated team of sector leaders, ensuring meticulous stock selection and risk management.
