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Morningstar

Fidelity Advisor® Mid Cap Value C FMPEX

Morningstar Analyst Rating
Quantitative rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 25.31  /  0.90 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    1.620%
  • Expense Ratio 1.620%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.30%
  • Turnover 80%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis FMPEX

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

People Pillar

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

Summary

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Fidelity Advisor® Mid Cap Value C's recent fee hike and decreased Process Pillar rating result in a dropto this strategy's Morningstar Quantitative Rating to Negative from 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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