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Morningstar

Fidelity Advisor Small Cap Z FZAOX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 32.72  /  −0.40 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.930%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 29%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis FZAOX

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

  • People Pillar

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

Upgraded.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Increased conviction in Fidelity Advisor Small Cap's manager merits upgrading the strategy’s Morningstar Medalist Rating. Its cheapest share classes go to Bronze from Neutral; pricier shares remain Neutral.

by Eric Schultz
Rated on Published on

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Portfolio Holdings FZAOX

More FZAOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eagle Materials Inc

1.89 35.6 Mil
Basic Materials

Fabrinet

1.72 32.4 Mil
Technology

Insight Enterprises Inc

1.71 32.1 Mil
Technology

Constellium SE Class A

1.63 30.7 Mil
Basic Materials

Patrick Industries Inc

1.62 30.5 Mil
Consumer Cyclical

Performance Food Group Co

1.54 28.9 Mil
Consumer Defensive

Primerica Inc

1.53 28.9 Mil
Financial Services

Commercial Metals Co

1.52 28.7 Mil
Basic Materials

Ensign Group Inc

1.45 27.3 Mil
Healthcare

Lamar Advertising Co Class A

1.45 27.2 Mil
Real Estate