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Fidelity Advisor Mid Cap Value M FMPTX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 31.12  /  +1.73 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    1.340%
  • Expense Ratio 1.340%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.34%
  • Turnover 78%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 PM GMT+0

Morningstar’s Analysis FMPTX

Will FMPTX outperform in future?

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

Strength in Fidelity Advisor Mid Cap Value M'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 most expensive quintile among peers.

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Portfolio Holdings FMPTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 13.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

2.53 42.6 Mil
Real Estate

Builders FirstSource Inc

1.33 22.3 Mil
Industrials

Steel Dynamics Inc

1.23 20.8 Mil
Basic Materials

PG&E Corp

1.22 20.6 Mil
Utilities

Camden Property Trust

1.22 20.5 Mil
Real Estate

Constellation Energy Corp

1.18 19.9 Mil
Utilities

Edison International

1.10 18.6 Mil
Utilities

Raymond James Financial Inc

1.10 18.5 Mil
Financial Services

Sun Communities Inc

1.06 17.8 Mil
Real Estate

PACCAR Inc

1.05 17.6 Mil
Industrials