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Morningstar

Fidelity Advisor® Mid Cap II I FIIMX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 21.59  /  0.61 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.32%
  • Turnover 34%

USD | NAV as of Dec 08, 2023 | 1-Day Return as of Dec 08, 2023, 11:15 PM GMT+0

Morningstar’s Analysis FIIMX

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

People Pillar

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

Fidelity Advisor ® Mid Cap II I’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FIIMX

More FIIMX Holdings
  • Current Portfolio Date
  • Equity Holdings 180
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 14.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Deckers Outdoor Corp

2.15
27,151,304
Consumer Cyclical

Jabil Inc

2.15
27,147,887
Technology

Fidelity® Cash Central Fund

1.95
24,693,243
Cash and Equivalents

ITT Inc

1.65
20,869,233
Industrials

Primerica Inc

1.41
17,846,315
Financial Services

KBR Inc

1.39
17,526,410
Industrials

BJ's Wholesale Club Holdings Inc

1.28
16,137,628
Consumer Defensive

Performance Food Group Co

1.24
15,687,616
Consumer Defensive

Dynatrace Inc Ordinary Shares

1.24
15,621,674
Technology

Reinsurance Group of America Inc

1.20
15,139,966
Financial Services