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Morningstar

Fidelity Advisor® Value Strategies A FSOAX

Morningstar Analyst Rating
Analyst rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 42.64  /  0.42 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.140%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.71%
  • Turnover 53%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis FSOAX

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

People Pillar

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

Worthy of an upgrade.

Analyst

Summary

| by Eric Schultz

Increased conviction in Fidelity Value Strategy’s manager merits upgrading the Morningstar Analyst Rating on the strategy’s cheapest share classes to Bronze from Neutral, while pricier ones remain Neutral.

Unlock our full analysis with Morningstar Investor