Morningstar

Fidelity Advisor Financials Fund - Class Z FIVSX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $16.82  /  +0.96 %
  • Fund Size $1.4B
  • Adjusted Expense Ratio 0.580%
  • Net Expense Ratio —
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Financial
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield —
  • Turnover Ratio 37%
NAV and 1-Day Return as of

Morningstar’s Analysis FIVSX

Will FIVSX 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 FIVSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Advisor Financials - Z holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FIVSX

More FIVSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mastercard Inc Class A

8.40 131M
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Bank of America Corp

7.41 116M
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Wells Fargo & Co

6.87 108M
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Charles Schwab Corp

4.60 72M
Financial Services

Reinsurance Group of America Inc

4.01 63M
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Citigroup Inc

3.87 61M
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State Street Corp

3.76 59M
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Morgan Stanley

2.47 39M
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KKR & Co Inc Ordinary Shares

2.39 37M
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Capital One Financial Corp

2.33 36M
Financial Services

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