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Morningstar

Fidelity Advisor® New Insights I FINSX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 30.60  /  1.63 %
  • Total Assets 15.9 Bil
  • Adj. Expense Ratio
    0.440%
  • Expense Ratio 0.450%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.60%
  • Turnover 32%

USD | NAV as of May 26, 2023 | 1-Day Return as of May 26, 2023, 10:18 PM GMT+0

Morningstar’s Analysis FINSX

Will FINSX 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 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.

Unmoored from its historical emphasis on growth stocks.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

Fidelity Advisor New Insights’ seasoned leadership earns the strategy’s cheapest share classes a Morningstar Analyst Rating of Bronze. Its pricier shares earn Neutral.

by Robby Greengold
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FINSX

More FINSX Holdings
  • Current Portfolio Date Mar 31, 2023
  • Equity Holdings 369
  • Bond Holdings 0
  • Other Holdings 46
  • % Assets in Top 10 Holdings 42.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Meta Platforms Inc Class A

7.25
1,137,464,177
Communication Services

Microsoft Corp

6.38
1,001,817,994
Technology

Berkshire Hathaway Inc Class A

5.60
879,052,800
Financial Services

Alphabet Inc Class A

5.10
800,808,048
Communication Services

Amazon.com Inc

3.91
613,583,916
Consumer Cyclical

Apple Inc

3.89
610,857,209
Technology

UnitedHealth Group Inc

3.29
516,639,169
Healthcare

NVIDIA Corp

2.87
449,650,187
Technology

Eli Lilly and Co

2.02
317,657,662
Healthcare

Regeneron Pharmaceuticals Inc

1.89
296,046,879
Healthcare