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Morningstar

Fidelity Advisor® Leveraged Co Stk A FLSAX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 39.18  /  1.53 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.33%
  • Turnover 27%

USD | NAV as of Sep 26, 2023 | 1-Day Return as of Sep 26, 2023, 10:21 PM GMT+0

Morningstar’s Analysis FLSAX

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

People Pillar

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

Lower conviction in the investment approach leads to a downgrade.

Analyst Jader Dutra

Jader Dutra

Analyst

Summary

Lower conviction in the investment approach drops Fidelity Leveraged Company Stock’s cheapest share classes to Morningstar Analyst Ratings of Bronze from Silver, while the more-expensive share classes earn Neutral ratings.

by Jader Dutra
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FLSAX

More FLSAX Holdings
  • Current Portfolio Date
  • Equity Holdings 103
  • Bond Holdings 1
  • Other Holdings 2
  • % Assets in Top 10 Holdings 27.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

3.38
34,224,270
Technology

Boyd Gaming Corp

3.25
32,964,000
Consumer Cyclical

IQVIA Holdings Inc

3.13
31,737,524
Healthcare

UnitedHealth Group Inc

2.70
27,396,480
Healthcare

PG&E Corp

2.67
27,071,816
Utilities

The Chemours Co

2.65
26,796,896
Basic Materials

Caesars Entertainment Inc

2.52
25,546,164
Consumer Cyclical

ON Semiconductor Corp

2.50
25,303,649
Technology

Cheniere Energy Inc

2.24
22,701,640
Energy

Meta Platforms Inc Class A

2.19
22,212,252
Communication Services