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Morningstar

Fidelity Advisor® Value C FCVFX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 30.78  /  0.49 %
  • Total Assets 396.6 Mil
  • Adj. Expense Ratio
    1.900%
  • Expense Ratio 1.900%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 67%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis FCVFX

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

People Pillar

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

Summary

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Fidelity Advisor® Value C's recent fee cut isn't enough to offset its decreased Process Pillar rating, resulting in a downgrade to this strategy's Morningstar Quantitative Rating to Neutral from Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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