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Morningstar

Fidelity Advisor® Mid Cap Value I FMPOX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 24.28  /  0.74 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.810%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.39%
  • Turnover 70%

USD | NAV as of Jun 05, 2023 | 1-Day Return as of Jun 05, 2023, 10:14 PM GMT+0

Morningstar’s Analysis FMPOX

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fidelity Advisor® Mid Cap Value I's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FMPOX

More FMPOX Holdings
  • Current Portfolio Date
  • Equity Holdings 146
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 16.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

4.34
62,803,081
Real Estate

Edison International

1.64
23,760,435
Utilities

PG&E Corp

1.52
21,995,145
Utilities

CBRE Group Inc Class A

1.45
20,928,333
Real Estate

Exelon Corp

1.40
20,214,681
Utilities

Brookfield Infrastructure Corp Ordinary Shares - Class A (Subordinate Share

1.36
19,734,493
Utilities

M&T Bank Corp

1.23
17,757,425
Financial Services

Constellation Energy Corp

1.23
17,729,941
Utilities

PACCAR Inc

1.20
17,391,492
Industrials

Markel Group Inc

1.18
17,087,466
Financial Services