Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
Fidelity Advisor Stock Selector Sm Cp M FCDTX
- NAV / 1-Day Return 35.62 / +1.74 %
- Total Assets 3.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.460%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 38%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0
Morningstar’s Analysis FCDTX
Will FCDTX 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 12.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Fidelity Cash Central Fund | 3.54 | 107.6 Mil | Cash and Equivalents |
IES Holdings Inc | 1.44 | 43.7 Mil | Industrials |
Fabrinet | 1.32 | 40.2 Mil | Technology |
Academy Sports and Outdoors Inc Ordinary Shares | 1.31 | 39.8 Mil | Consumer Cyclical |
Liberty Energy Inc Class A | 1.27 | 38.7 Mil | Energy |
Insight Enterprises Inc | 1.26 | 38.4 Mil | Technology |
Commercial Metals Co | 1.24 | 37.6 Mil | Basic Materials |
SPX Technologies Inc | 1.23 | 37.3 Mil | Industrials |
Northern Oil & Gas Inc | 1.10 | 33.3 Mil | Energy |
Synovus Financial Corp | 1.09 | 33.1 Mil | Financial Services |