Morningstar

Fidelity Advisor Industrials Fund - Class I FCLIX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $66.20  /  −2.70 %
  • Fund Size $1.9B
  • Adjusted Expense Ratio 0.690%
  • Net Expense Ratio 0.690%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Industrials
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 29%
NAV and 1-Day Return as of

Morningstar’s Analysis FCLIX

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

  • People Pillar

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

The next lead manager is on deck.

Associate Analyst Todd Trubey

Todd Trubey

Associate Analyst

Summary

Fidelity’s industrials sector strategy has a promising new leader and receives an upgrade of its People rating to Above Average from Average, while the Process rating remains Average. The strategy includes Fidelity Select Industrials and Fidelity Advisor Industrials.

by Todd Trubey
Rated on Published on

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Portfolio Holdings FCLIX

More FCLIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

GE Aerospace

7.89 164M
Industrials

Boeing Co

6.33 132M
Industrials

GE Vernova Inc

5.93 123M
Industrials

Trane Technologies PLC Class A

4.68 97M
Industrials

Parker Hannifin Corp

4.50 94M
Industrials

Howmet Aerospace Inc

4.04 84M
Industrials

RTX Corp

3.68 77M
Industrials

Eaton Corp PLC

3.53 73M
Industrials

Cummins Inc

2.85 59M
Industrials

PACCAR Inc

2.84 59M
Industrials

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