Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

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

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap value
Style or Category
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 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.


1 month+2.16% 3 years+9.14%
3 months+2.43% 5 years+13.38%
1 year+18.49% Since inception+6.66%
Data through --

Peer Comparisonvs. Mid-cap value

Performance 5-yr return+13.38%+12.71%
Expense ratio1.29%1.14%
Risk 5 year sharpe ratio1.221.11
Net assets$3.2B$1.8B
Average market cap$11.3B$10.1B
Average P/E16.118.9
Portfolio turnover83%83%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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


U.S. stock99.01%
International stock0.00%
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
XEL Xcel Energy Inc2.89%
SYF Synchrony Financial2.83%
DFS Discover Financial Services2.75%
CNP CenterPoint Energy Inc2.38%
WSM Williams-Sonoma Inc2.30%
RLGY Realogy Holdings Corp2.28%
AMT American Tower2.25%
CBG CBRE Group Inc2.24%
DTE DTE Energy Co2.00%
FNF Fidelity National Financial Inc1.99%