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Morningstar

Fidelity Advisor® Value Strategies K FVSKX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 52.31  /  0.95 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.87%
  • Turnover 53%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis FVSKX

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

People Pillar

The People Pillar is our evaluation of the FVSKX 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 FVSKX’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