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Morningstar

Fidelity Advisor Small Cap A FSCDX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 29.24  /  +0.79 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    1.320%
  • Expense Ratio 1.320%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 29%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0

Morningstar’s Analysis FSCDX

Will FSCDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FSCDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FSCDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FSCDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Upgraded.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Increased conviction in Fidelity Advisor Small Cap's manager merits upgrading the strategy’s Morningstar Medalist Rating. Its cheapest share classes go to Bronze from Neutral; pricier shares remain Neutral.

by Eric Schultz
Rated on Published on

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Portfolio Holdings FSCDX

More FSCDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eagle Materials Inc

2.02 39.9 Mil
Basic Materials

Patrick Industries Inc

1.84 36.5 Mil
Consumer Cyclical

Fidelity Cash Central Fund

1.77 35.0 Mil
Cash and Equivalents

Fabrinet

1.65 32.7 Mil
Technology

Insight Enterprises Inc

1.65 32.7 Mil
Technology

Constellium SE Class A

1.61 31.8 Mil
Basic Materials

Murphy USA Inc

1.60 31.7 Mil
Consumer Cyclical

EMCOR Group Inc

1.55 30.6 Mil
Industrials

Primerica Inc

1.53 30.2 Mil
Financial Services

Ensign Group Inc

1.53 30.2 Mil
Healthcare