Skip to Content
Morningstar

Fidelity Advisor® Small Cap A FSCDX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 24.82  /  1.67 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    1.330%
  • Expense Ratio 1.330%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 47%

USD | NAV as of Oct 04, 2023 | 1-Day Return as of Oct 04, 2023, 10:13 PM GMT+0

Morningstar’s Analysis FSCDX

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

People Pillar

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

Upgraded.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Increased conviction in Fidelity Advisor Small Cap's manager merits upgrading the strategy’s Morningstar Medalist Rating. Its cheapest share classes go to Bronze from Neutral; pricier shares remain Neutral.

by Eric Schultz
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FSCDX

More FSCDX Holdings
  • Current Portfolio Date
  • Equity Holdings 137
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 15.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Commercial Metals Co

1.84
36,609,356
Basic Materials

Constellium SE Class A

1.68
33,462,861
Basic Materials

Insight Enterprises Inc

1.61
32,209,017
Technology

EMCOR Group Inc

1.57
31,352,832
Industrials

Eagle Materials Inc

1.56
31,158,530
Basic Materials

Brookfield Infrastructure Corp Ordinary Shares - Class A (Subordinate Share

1.56
31,095,290
Utilities

Patrick Industries Inc

1.46
29,120,959
Consumer Cyclical

Primerica Inc

1.33
26,544,960
Financial Services

Lamar Advertising Co Class A

1.32
26,421,990
Real Estate

Terex Corp

1.31
26,154,843
Industrials