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Morningstar

Fidelity Advisor® Value Strategies C FVCSX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 33.55  /  0.36 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    1.920%
  • Expense Ratio 1.920%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.13%
  • Turnover 46%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:16 PM GMT+0

Morningstar’s Analysis FVCSX

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

People Pillar

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

Worthy of an upgrade.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

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.

by Eric Schultz
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FVCSX

More FVCSX Holdings
  • Current Portfolio Date
  • Equity Holdings 105
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 16.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Canadian Natural Resources Ltd

1.96
33,179,133
Energy

Hess Corp

1.79
30,315,654
Energy

Constellation Energy Corp

1.73
29,197,965
Utilities

PG&E Corp

1.64
27,681,159
Utilities

Welltower Inc

1.64
27,668,120
Real Estate

First Citizens BancShares Inc Class A

1.58
26,622,180
Financial Services

The Cigna Group

1.56
26,322,920
Healthcare

Centene Corp

1.52
25,758,447
Healthcare

Apollo Global Management Inc Class A

1.46
24,700,933
Financial Services

Flex Ltd

1.46
24,654,096
Technology