Skip to Content

Fidelity Advisor® New Insights I FINSX

Analyst rating as of

Morningstar’s Analysis

Will FINSX outperform in future?

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

Fidelity Advisor New Insights Has Recently Shifted Its Sleeve Allocations; Ratings Unchanged

Analyst Note

| |

Fidelity has recently shifted Fidelity Advisor New Insights' asset allocation from one sleeve manager to another. Nidhi Gupta now runs 40% of Fidelity Advisor New Insights' assets--up from 20% in early 2022. Will Danoff now manages 60%. The move is unsurprising given Fidelity's guidance that upon Gupta's mid-2020 arrival as comanager that her allocation would start at the shorter end of a range between 20% and 40% and is now back to the typical level that had been in place for most of the sleeve's life. The strategy's Morningstar Analyst Ratings are unchanged.

Unlock our full analysis with Morningstar Investor