Fidelity Advisor® Mid Cap Value Fund Class A (FMPAX)

24.12
Net Asset Value
+0.54%
1 Day
-8.15%
Year-to-Date
Overall Morningstar Rating
Mid-cap value
Style or Category
5.75
Sales Expenses
0.98%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund normally invests at least 80% of its assets in securities of companies with medium market capitalizations (which- for purposes of this fund- are those companies with market capitalizations similar to companies in the Russell Midcap- Index or the S&P MidCap 400- Index). It invests in companies with smaller or larger market capitalizations. The fund invests in domestic and foreign issuers.

Performance

1 month+2.39% 3 years+4.46%
3 months-7.18% 5 years+10.39%
1 year+5.96% Since inception+6.97%
Data through --

Peer Comparisonvs. Mid-cap value

 FMPAXCategory
Performance 5-yr return+10.39%+10.06%
Expense ratio0.98%1.13%
Risk 5 year sharpe ratio0.980.89
Net assets$3.0B$1.8B
Average market cap$11.3B$10.3B
Average P/E15.515.1
Portfolio turnover138%138%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureKevin Walenta / 0 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

U.S. stock97.90%
Cash1.41%
International stock0.69%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 29.20%
Energy 13.85%
Consumer goods 13.05%
Industrial materials 12.79%
Utilities 10.74%
Top 10 Holdings
Portfolio weighting
XEL Xcel Energy Inc2.37%
CNP CenterPoint Energy Inc2.04%
SYF Synchrony Financial2.02%
CBRE CBRE Group Inc2.02%
DFS Discover Financial Services1.97%
MPC Marathon Petroleum1.79%
MTB M&T Bank1.74%
RF Regions Financial Corp1.71%
CAH Cardinal Health Inc1.57%
PFG Principal Financial Group Inc1.56%