Fidelity Advisor® Mid Cap Value Fund Class M (FMPTX)

25.53
Net Asset Value
+1.31%
1 Day
-2.37%
Year-to-Date
Overall Morningstar Rating
Mid-cap value
Style or Category
3.5
Sales Expenses
1.29%
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-5.58% 3 years+5.39%
3 months+1.62% 5 years+11.78%
1 year+8.33% Since inception+7.32%
Data through --

Peer Comparisonvs. Mid-cap value

 FMPTXCategory
Performance 5-yr return+11.78%+13.25%
Expense ratio1.29%1.14%
Risk 5 year sharpe ratio1.221.11
Net assets$3.2B$1.9B
Average market cap$12.2B$11.1B
Average P/E18.119.9
Portfolio turnover83%83%

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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. stock99.06%
Cash0.94%
International stock0.00%
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 Inc2.60%
SYF Synchrony Financial2.36%
CBG CBRE Group Inc2.32%
DVN Devon Energy Corp2.28%
CNP CenterPoint Energy Inc2.13%
DFS Discover Financial Services2.05%
WSM Williams-Sonoma Inc1.80%
MPC Marathon Petroleum1.79%
RGA Reinsurance Group of America Inc1.76%
RLGY Realogy Holdings Corp1.70%