Fidelity Advisor Industrials Fund - Class Z FIKEX

Morningstar Medalist Rating
  • NAV / 1-Day Return$66.17  /  −1.05%
  • Fund Size$1.9B
  • Adjusted Expense Ratio0.570%
  • Net Expense Ratio0.570%
  • Fee Level: DistributionLow
  • Share Class TypeInstitutional
  • Morningstar CategoryIndustrials
  • Equity Style Box (Funds)Mid Growth
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio29%

Morningstar’s Analysis FIKEX

Will FIKEX outperform in the future?

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

Promising manager earns a pillar upgrade.

Associate Analyst Elijah Broadbent

Elijah Broadbent

Associate Analyst

Summary

Fidelity’s industrials sector strategy has a promising new leader and receives an upgrade of its People rating to Above Average from Average, while the Process rating remains Average. The strategy includes Fidelity Select Industrials and Fidelity Advisor Industrials.

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Portfolio Holdings FIKEX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings47.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

GE Aerospace

7.75149M
Industrials

GE Vernova Inc

6.28121M
Industrials

Boeing Co

5.98115M
Industrials

Trane Technologies PLC Class A

5.0397M
Industrials

Parker Hannifin Corp

4.6489M
Industrials

Howmet Aerospace Inc

4.2381M
Industrials

Eaton Corp PLC

3.9877M
Industrials

RTX Corp

3.4867M
Industrials

Quanta Services Inc

3.0559M
Industrials

ITT Inc

2.9857M
Industrials

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