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Morningstar

Fidelity Advisor New Insights A FNIAX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 39.20  /  +1.19 %
  • Total Assets 21.2 Bil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.17%
  • Turnover 15%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis FNIAX

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

  • People Pillar

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

This strategy’s leadership is particularly strong.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. Fidelity Advisor New Insights remains in good hands. The remainder of this analysis is from Feb. 5, 2024.

by Robby Greengold
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FNIAX

More FNIAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Meta Platforms Inc Class A

10.40 2.1 Bil
Communication Services

NVIDIA Corp

8.58 1.7 Bil
Technology

Microsoft Corp

7.45 1.5 Bil
Technology

Alphabet Inc Class A

6.18 1.3 Bil
Communication Services

Amazon.com Inc

5.13 1.0 Bil
Consumer Cyclical

Berkshire Hathaway Inc Class A

4.89 995.1 Mil
Financial Services

Eli Lilly and Co

3.06 622.4 Mil
Healthcare

Apple Inc

2.46 500.2 Mil
Technology

Netflix Inc

2.01 408.6 Mil
Communication Services

Regeneron Pharmaceuticals Inc

1.79 364.7 Mil
Healthcare