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Fidelity Advisor® Mid Cap Value Fund Class B (FMPBX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap value
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund normally invests at least 80% of 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.


1 month-0.97% 3 years+8.72%
3 months+8.54% 5 years+9.73%
1 year-7.95% Since inception+5.28%
Data through --

Peer Comparisonvs. Mid-cap value

Performance 5-yr return+9.73%+8.06%
Expense ratio1.98%1.22%
Risk 5 year sharpe ratio0.690.60
Net assets$3.3B$1.6B
Average market cap$11.3B$9.2B
Average P/E14.816.5
Portfolio turnover83%83%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureCourt Dignan / 3 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00


U.S. stock90.61%
International stock8.16%
Fixed income0.00%
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
DFS Discover Financial Services2.80%
TEVA Teva Pharmaceutical2.60%
ALL Allstate2.32%
CF CF Industries Holdings Inc2.32%
CB Chubb Ltd2.15%
FNF Fidelity National Financial Inc2.00%
VTR Ventas Inc1.97%
ELS Equity LifeStyle Properties Inc1.96%
AER AerCap Holdings NV1.75%
BX Blackstone Group1.73%

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