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Morningstar

Fidelity Advisor® Industrials A FCLAX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 36.42  /  0.57 %
  • Total Assets 549.7 Mil
  • Adj. Expense Ratio
    1.020%
  • Expense Ratio 1.020%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Industrials
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.05%
  • Turnover 106%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:12 PM GMT+0

Morningstar’s Analysis FCLAX

Will FCLAX 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 FCLAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

A new manager arrives with a reasonable approach.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Fidelity Select Industrials (and the related Fidelity Advisor Industrials) have a new manager whose improved approach receives a Process rating upgrade to Average from Below Average.

by Todd Trubey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FCLAX

More FCLAX Holdings
  • Current Portfolio Date
  • Equity Holdings 33
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 47.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Union Pacific Corp

6.32
35,313,444
Industrials

Boeing Co

6.17
34,467,010
Industrials

General Electric Co

5.72
31,991,427
Industrials

FedEx Corp

4.87
27,210,960
Industrials

Ingersoll Rand Inc

4.40
24,603,070
Industrials

Knight-Swift Transportation Holdings Inc Class A

4.38
24,494,400
Industrials

Parker Hannifin Corp

4.15
23,170,895
Industrials

Fortive Corp

3.80
21,254,396
Technology

Saia Inc

3.64
20,353,034
Industrials

TransDigm Group Inc

3.58
19,986,380
Industrials