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Fidelity Advisor® Stk Selec Lg Cp Val M FLUTX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 22.52  /  0.71 %
  • Total Assets 461.2 Mil
  • Adj. Expense Ratio
    1.370%
  • Expense Ratio 1.380%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.73%
  • Turnover 67%

Morningstar’s Analysis FLUTX

Will FLUTX outperform in future?

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Strength in Fidelity Advisor® Stk Selec Lg Cp Val M's Process Pillaris partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings FLUTX

  • Current Portfolio Date Apr 30, 2023
  • Equity Holdings 135
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 23.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.94
18,177,024
Energy
2.64
12,179,104
Financial Services
2.54
11,712,258
Financial Services
2.41
11,129,144
Healthcare
2.40
11,054,303
Communication Services
2.34
10,805,907
Financial Services

Fidelity Revere Str Tr

2.02
9,296,282
Cash and Equivalents
1.95
8,985,523
Communication Services
1.88
8,656,440
Healthcare
1.70
7,827,438
Industrials