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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 30.66  /  0.45 %
  • Total Assets 17.3 Bil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.36%
  • Turnover 32%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 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.

Unmoored from its historical emphasis on growth stocks.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

Fidelity Advisor New Insights’ seasoned leadership earns the strategy’s cheapest share classes a Morningstar Analyst Rating of Bronze. Its pricier shares earn Neutral.

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 373
  • Bond Holdings 0
  • Other Holdings 49
  • % Assets in Top 10 Holdings 46.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Meta Platforms Inc Class A

8.78
1,549,548,058
Communication Services

Microsoft Corp

7.10
1,251,777,327
Technology

Alphabet Inc Class A

5.79
1,021,229,966
Communication Services

Berkshire Hathaway Inc Class A

4.81
849,144,400
Financial Services

NVIDIA Corp

4.34
765,835,039
Technology

Amazon.com Inc

4.27
753,046,176
Consumer Cyclical

Apple Inc

4.20
740,559,530
Technology

UnitedHealth Group Inc

2.81
496,398,562
Healthcare

Eli Lilly and Co

2.36
417,041,898
Healthcare

Netflix Inc

1.75
308,635,417
Communication Services