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Morningstar

Fidelity Advisor Mid Cap Value A FMPAX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 29.23  /  −0.10 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.160%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.52%
  • Turnover 78%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis FMPAX

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

  • People Pillar

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

Strength in Fidelity Advisor Mid Cap Value A's Process Pillar is partially offset by an Average People Pillar rating, leading to 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-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FMPAX

More FMPAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

2.55 45.4 Mil
Real Estate

Constellation Energy Corp

1.47 26.1 Mil
Utilities

Builders FirstSource Inc

1.39 24.7 Mil
Industrials

XPO Inc

1.30 23.1 Mil
Industrials

Steel Dynamics Inc

1.28 22.7 Mil
Basic Materials

Sun Communities Inc

1.18 21.0 Mil
Real Estate

PG&E Corp

1.16 20.7 Mil
Utilities

Camden Property Trust

1.14 20.3 Mil
Real Estate

Raymond James Financial Inc

1.10 19.5 Mil
Financial Services

Edison International

1.06 18.9 Mil
Utilities