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Morningstar

Fidelity Advisor® Stk Selec Lg Cp Val A FLUAX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 24.37  /  0.12 %
  • Total Assets 462.2 Mil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.130%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.97%
  • Turnover 67%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 11:14 PM GMT+0

Morningstar’s Analysis FLUAX

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

People Pillar

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

Fidelity Advisor ® Stk Selec Lg Cp Val A's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 FLUAX

More FLUAX Holdings
  • Current Portfolio Date
  • Equity Holdings 147
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 20.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

3.95
18,750,941
Financial Services

Exxon Mobil Corp

3.45
16,378,894
Energy

Johnson & Johnson

2.25
10,682,114
Healthcare

Wells Fargo & Co

1.90
9,009,916
Financial Services

Cisco Systems Inc

1.83
8,665,736
Technology

Procter & Gamble Co

1.55
7,366,951
Consumer Defensive

Boeing Co

1.54
7,303,775
Industrials

General Electric Co

1.49
7,062,929
Industrials

FedEx Corp

1.45
6,902,491
Industrials

Merck & Co Inc

1.41
6,681,455
Healthcare