Morningstar

Fidelity Advisor® Equity Dividend Income Fund Class I FIAVX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Fidelity Investment Hub

Morningstar’s Analysis FIAVX

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

  • People Pillar

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

The emphasis here is on defense and income.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

The Fidelity Equity Dividend Income strategy (which includes Fidelity Advisor Equity Dividend Income) is built to deliver defense in downturns and adequate returns overall, earning Average People and Process ratings.

by Todd Trubey
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