Morningstar

Fidelity Advisor Healthy Future Fund - Class M FAPLX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $14.50  /  +0.07 %
  • Fund Size $14.3M
  • Adjusted Expense Ratio 1.550%
  • Net Expense Ratio 1.550%
  • Fee Level: Distribution High
  • Share Class Type Front Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.39%
  • Turnover Ratio 80%
NAV and 1-Day Return as of

Morningstar’s Analysis FAPLX

Will FAPLX outperform in the 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 FAPLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FAPLX 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 FAPLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Advisor Healthy Future M holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FAPLX

More FAPLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Johnson & Johnson

4.76 699,451
Healthcare

UnitedHealth Group Inc

4.40 646,810
Healthcare

CVS Health Corp

4.39 645,537
Healthcare

Procter & Gamble Co

3.83 563,356
Consumer Defensive

Tesla Inc

3.39 498,204
Consumer Cyclical

Welltower Inc

3.11 457,597
Real Estate

Unilever PLC

3.01 441,965
Consumer Defensive

Chubb Ltd

2.77 407,336
Financial Services

Hitachi Ltd

2.70 397,031
Industrials

Gilead Sciences Inc

2.69 394,825
Healthcare

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