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Morningstar

Fidelity Advisor® Small Cap Value A FCVAX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 18.70  /  1.08 %
  • Total Assets 4.7 Bil
  • Adj. Expense Ratio
    1.230%
  • Expense Ratio 1.260%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 40%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis FCVAX

Will FCVAX 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 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.

An uncertain manager lineup.

Analyst

Summary

| by Eric Schultz

Fidelity Small Cap Value has done well amid several manager changes in recent years, but the likelihood of more to come limits the Morningstar Analyst Rating to Neutral across all share classes.

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