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

25.38
Net Asset Value
+0.12%
1 Day
+3.72%
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+0.95% 3 years+22.24%
3 months+4.55% 5 years+15.40%
1 year+17.77% Since inception+7.90%
Data through --

Peer Comparisonvs. Mid-cap value

 FMPOXCategory
Performance 5-yr return+15.40%+13.69%
Expense ratio0.85%1.27%
Risk 5 year sharpe ratio1.110.92
Net assets$3.6B$1.9B
Average market cap$13.0B$9.2B
Average P/E17.118.9
Portfolio turnover69%69%

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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. stock91.44%
International stock6.22%
Cash2.34%
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 Financial1.85%
CF CF Industries Holdings Inc1.60%
ALL Allstate1.59%
EXC Exelon1.56%
BX Blackstone Group1.54%
ELS Equity LifeStyle Properties Inc1.45%
NRF Northstar Realty Finance Corp1.43%
AFSI AmTrust Financial Services Inc1.37%
BRO Brown & Brown Inc1.34%
DLPH Delphi Automotive PLC1.34%

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