Fidelity Advisor Founders I holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
Fidelity Advisor Founders Fund - Class I FIFVX
- NAV / 1-Day Return 27.57 / −1.99 %
- Total Assets 221.0M
-
Adj. Expense Ratio
0.750%
- Expense Ratio 0.750%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 41%
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 5:35 AM GMT+0
Morningstar’s Analysis FIFVX
Will FIFVX 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 FIFVX 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 FIFVX’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