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Fidelity Advisor Equity Income Z FZAGX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Fidelity Investment Hub

Morningstar’s Analysis FZAGX

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

  • People Pillar

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

Solid on defense, but not a top choice.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

The Fidelity Equity Dividend Income strategy, which includes Fidelity Advisor Equity Income, is built to deliver defense in downturns and adequate returns overall.

by Todd Trubey
Rated on Published on

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