FCVAX – Fund Analysis – Fidelity Advisor Small Cap Value A | Morningstar

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Will FCVAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FCVAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

A new manager takes the lead.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

A recent hand-off to a relatively untested solo manager warrants caution. Fidelity Small Cap Value receives Average People and Process ratings.

by Eric Schultz

Rated on Jan 4, 2024 Published on Jan 4, 2024

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