Fidelity Advisor Energy Fund Class B (FANRX)

37.90
Net Asset Value
+1.15%
1 Day
+15.62%
Year-to-Date
Overall Morningstar Rating
Equity energy
Style or Category
No Load
Sales Expenses
1.92%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund normally invests primarily in common stocks. It normally invests at least 80% of assets in securities of companies principally engaged in the energy field including the conventional areas of oil, gas, electricity and coal, and newer sources of energy such as nuclear, geothermal, oil shale, and solar power. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. The fund is non-diversified.

Performance

1 month+11.35% 3 years+12.01%
3 months+4.69% 5 years-4.89%
1 year+29.53% Since inception+9.32%
Data through --

Peer Comparisonvs. Equity energy

 FANRXCategory
Performance 5-yr return-4.89%-2.62%
Expense ratio1.92%1.80%
Risk 5 year sharpe ratio0.020.00
Net assets$657.3M$719.8M
Average market cap$30.8B$14.7B
Average P/E14.618.3
Portfolio turnover88%88%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureJohn Dowd / 6 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

Other100.00%
U.S. stock--
International stock--
Fixed income--
Cash--
Top 5 Sectors
Portfolio weighting
Energy 93.46%
Industrial materials 6.48%
Consumer goods 0.06%
Business service 0.00%
Consumer service 0.00%
Top 10 Holdings
Portfolio weighting
XOM Exxon Mobil Corporation9.80%
CVX Chevron Corp8.83%
OXY Occidental Petroleum Corporation5.54%
HAL Halliburton Company4.59%
HES Hess Corp4.57%
NOV National Oilwell Varco, Inc.4.32%
APC Anadarko Petroleum Corp3.96%
CXO Concho Resources, Inc.3.79%
MUR Murphy Oil Corporation3.41%
EOG EOG Resources3.36%

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