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.
Fidelity Advisor Small Cap A FSCDX
- NAV / 1-Day Return 30.34 / +0.40 %
- Total Assets 2.0 Bil
-
Adj. Expense Ratio
- 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 Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 15.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Insight Enterprises Inc | 1.86 | 35.6 Mil | Technology |
Constellium SE Class A | 1.70 | 32.7 Mil | Basic Materials |
Eagle Materials Inc | 1.66 | 31.9 Mil | Basic Materials |
Patrick Industries Inc | 1.59 | 30.5 Mil | Consumer Cyclical |
Fabrinet | 1.51 | 28.9 Mil | Technology |
Lamar Advertising Co Class A | 1.44 | 27.7 Mil | Real Estate |
Performance Food Group Co | 1.43 | 27.5 Mil | Consumer Defensive |
Ensign Group Inc | 1.41 | 27.1 Mil | Healthcare |
Murphy USA Inc | 1.41 | 27.1 Mil | Consumer Cyclical |
Element Solutions Inc | 1.38 | 26.4 Mil | Basic Materials |