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Fidelity Advisor® Growth & Income C FGIUX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
30.26  /  0.56 %
Total Assets
638.6 Mil
Adj. Expense Ratio
1.730%
Expense Ratio
1.730%
Fee Level
Average
Longest Manager Tenure
10.47 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
0
Status
Open
TTM Yield
0.91%
Turnover
28%

USD | NAV as of Jul 23, 2021 | 1-Day Return as of Jul 23, 2021, 9:26 PM GMT+00:00

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Morningstar’s Analysis

Will FGIUX outperform in future?

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

Process Pillar

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

People Pillar

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The People Pillar is our evaluation of the FGIUX 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

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The Parent Pillar is our rating of FGIUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Continued conviction in this fund's manager but not its risk-tolerant process.

Strategist

Summary

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Experienced leadership and deep analytical resources work in Fidelity Advisor Growth & Income's favor, but flaws in its risk management warrant a downgrade of its Morningstar Analyst Rating to Bronze from Silver for its cheapest I and Z share classes and to Neutral from Bronze for its pricer A and M shares. Its expensive C shares retain Neutral.

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