Advertisement
Skip to Content
Morningstar

Fidelity Advisor® Small Cap I FSCIX

Morningstar Analyst Rating
Analyst rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 31.41  /  1.65 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 1.080%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 41%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis FSCIX

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

People Pillar

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

A promising start from new manager.

Analyst

Summary

| by Eric Schultz

Fidelity Advisor Small Cap's first-time manager is off to a strong start but remains relatively untested in a prolonged downturn, warranting a Morningstar Analyst Rating of Neutral.

Unlock our full analysis with Morningstar Investor