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Morningstar

Fidelity Advisor Mid Cap II M FITIX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 21.26  /  +0.09 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.220%
  • Expense Ratio 1.220%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Mid-Cap Blend
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 47%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FITIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FITIX

More FITIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Deckers Outdoor Corp

1.98 29.3 Mil
Consumer Cyclical

ITT Inc

1.61 23.8 Mil
Industrials

Performance Food Group Co

1.34 19.8 Mil
Consumer Defensive

Williams-Sonoma Inc

1.32 19.6 Mil
Consumer Cyclical

US Foods Holding Corp

1.30 19.3 Mil
Consumer Defensive

nVent Electric PLC

1.22 18.1 Mil
Industrials

Reinsurance Group of America Inc

1.18 17.4 Mil
Financial Services

Autoliv Inc

1.17 17.3 Mil
Consumer Cyclical

Saia Inc

1.15 17.1 Mil
Industrials

Primerica Inc

1.14 16.9 Mil
Financial Services