Fidelity Advisor Founders A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Fidelity Advisor Founders Fund - Class A FIFOX
- NAV / 1-Day Return 27.41 / −2.04 %
- Total Assets 221.0M
-
Adj. Expense Ratio
1.070%
- Expense Ratio 1.070%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 41%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 5:30 AM GMT+0
Morningstar’s Analysis FIFOX
Will FIFOX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the FIFOX 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 FIFOX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 42.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Alphabet Inc Class C | 9.12 | 19M | Communication Services |
NVIDIA Corp | 5.78 | 12M | Technology |
Amazon.com Inc | 5.52 | 12M | Consumer Cyclical |
Interactive Brokers Group Inc Class A | 3.90 | 8M | Financial Services |
Marriott International Inc Class A | 3.21 | 7M | Consumer Cyclical |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 3.21 | 7M | Technology |
GE Aerospace | 3.10 | 7M | Industrials |
Monster Beverage Corp | 2.94 | 6M | Consumer Defensive |
Coca-Cola Consolidated Inc | 2.92 | 6M | Consumer Defensive |
Microsoft Corp | 2.88 | 6M | Technology |
United States