Skip to Content

Fidelity Advisor Mid Cap II M FITIX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 21.46  /  +0.94 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 47%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:12 PM GMT+0

Morningstar’s Analysis FITIX

Will FITIX outperform in future?

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

A sound investment process and strong management team underpin Fidelity Advisor Mid Cap II M's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FITIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 13.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Deckers Outdoor Corp

1.83 25.8 Mil
Consumer Cyclical

ITT Inc

1.60 22.6 Mil
Industrials

Dynatrace Inc Ordinary Shares

1.35 18.9 Mil
Technology

Performance Food Group Co

1.27 17.8 Mil
Consumer Defensive

US Foods Holding Corp

1.23 17.3 Mil
Consumer Defensive

Williams-Sonoma Inc

1.19 16.8 Mil
Consumer Cyclical

nVent Electric PLC

1.19 16.8 Mil
Industrials

Autoliv Inc

1.16 16.4 Mil
Consumer Cyclical

KBR Inc

1.14 16.0 Mil
Industrials

Reinsurance Group of America Inc

1.13 16.0 Mil
Financial Services