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

24.31
Net Asset Value
-0.33%
1 Day
+8.14%
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+0.91% 3 years+24.16%
3 months+1.80% 5 years+17.87%
1 year+20.62% Since inception+7.52%
Data through --

Peer Comparisonvs. Mid-cap value

 FMPOXCategory
Performance 5-yr return+17.87%+20.46%
Expense ratio0.85%1.27%
Risk 5 year sharpe ratio1.241.10
Net assets$2.0B$1.9B
Average market cap$10.9B$8.7B
Average P/E15.817.7
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. stock90.46%
International stock7.71%
Cash1.83%
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
ALL Allstate Corp1.85%
COF Capital One Financial Corp1.80%
CAH Cardinal Health Inc1.77%
CF CF Industries Holdings Inc1.62%
ELS Equity Lifestyle Properties Inc1.45%
STI SunTrust Banks Inc1.43%
TSO Tesoro Corp1.40%
AFSI AmTrust Financial Services Inc1.38%
PH Parker Hannifin Corp1.38%
TSS Total System Services Inc1.36%

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