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Morningstar

Fidelity Advisor® Leveraged Co StkI FLVIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 42.88  /  1.43 %
  • Total Assets 928.7 Mil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.780%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.46%
  • Turnover 27%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:08 PM GMT+00:00

Morningstar’s Analysis FLVIX

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

People Pillar

The People Pillar is our evaluation of the FLVIX 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 FLVIX’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

Summary

| by Jader Dutra

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.

Unlock our full analysis with Morningstar Investor