Fidelity Advisor® Mid Cap Value Fund Institutional Class (FMPOX)

24.74
Net Asset Value
+0.28%
1 Day
+1.10%
Year-to-Date
Overall Morningstar Rating
Mid-cap value
Style or Category
No Load
Sales Expenses
0.85%
Expense Ratio
Average
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.

Performance

1 month-0.61% 3 years+20.09%
3 months+0.96% 5 years+16.63%
1 year+17.22% Since inception+7.97%
Data through --

Peer Comparisonvs. Mid-cap value

 FMPOXCategory
Performance 5-yr return+16.63%+15.05%
Expense ratio0.85%1.27%
Risk 5 year sharpe ratio1.190.99
Net assets$3.5B$1.9B
Average market cap$12.5B$9.6B
Average P/E16.318.2
Portfolio turnover169%169%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureCourt Dignan / 1 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

U.S. stock89.06%
International stock5.81%
Cash5.13%
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
COF Capital One Financial1.71%
BX Blackstone Group1.67%
ALL Allstate1.62%
CF CF Industries Holdings Inc1.45%
ELS Equity LifeStyle Properties Inc1.42%
NRF Northstar Realty Finance Corp1.41%
AFSI AmTrust Financial Services Inc1.34%
ETR Entergy Corp1.33%
STI SunTrust Banks Inc1.31%
EXC Exelon1.30%

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