Morningstar

Fidelity Advisor New Insights Fund - Class I FINSX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $55.36  /  +0.91 %
  • Fund Size $27.6B
  • Adjusted Expense Ratio 0.820%
  • Net Expense Ratio 0.820%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 32%
NAV and 1-Day Return as of

Morningstar’s Analysis FINSX

Will FINSX outperform in the 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 FINSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A hard act to follow, but a strong platform to stand on.

Principal Robby Greengold

Robby Greengold

Principal

Summary

Fidelity Advisor New Insights is about to lose a legendary leader. Will Danoff, who has delivered phenomenal results since the fund’s 2003 inception, will soon leave the firm.

by Robby Greengold
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Portfolio Holdings FINSX

More FINSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.59 2B
Technology

Alphabet Inc Class A

8.26 2B
Communication Services

Amazon.com Inc

5.52 2B
Consumer Cyclical

Apple Inc

4.47 1B
Technology

Meta Platforms Inc Class A

4.23 1B
Communication Services

Microsoft Corp

3.96 1B
Technology

Eli Lilly and Co

2.66 730M
Healthcare

Chubb Ltd

1.94 533M
Financial Services

Broadcom Inc

1.89 519M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

1.85 508M
Technology

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