Fidelity AdvisorĀ® Equity Growth Fund Institutional Class (EQPGX)

94.39
Net Asset Value
-2.37%
1 Day
+6.01%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.79%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund normally invests at least 80% of assets in equity securities. It invests primarily in common stocks. The fund invests in companies the advisor believes have above-average growth potential (stocks of these companies are often called "growth" stocks). It invests in domestic and foreign issuers. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments.

Performance

1 month-0.10% 3 years+16.22%
3 months+7.07% 5 years+18.96%
1 year+24.80% Since inception+11.50%
Data through --

Peer Comparisonvs. Large growth

 EQPGXCategory
Performance 5-yr return+18.96%+17.64%
Expense ratio0.79%1.24%
Risk 5 year sharpe ratio1.281.16
Net assets$2.8B$2.6B
Average market cap$31.8B$71.2B
Average P/E26.423.4
Portfolio turnover81%81%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureJason Weiner / 7 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

U.S. stock89.57%
International stock8.86%
Cash1.56%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 16.80%
Consumer service 13.91%
Telecommunication 13.19%
Healthcare 12.09%
Hardware 11.31%
Top 10 Holdings
Portfolio weighting
FB Facebook Inc Class A7.61%
GILD Gilead Sciences Inc4.34%
GMCR Keurig Green Mountain Inc3.46%
HOG Harley-Davidson Inc3.23%
MSFT Microsoft Corp3.21%
GOOGL Google Inc Class A2.55%
GOOG Google Inc Class C2.50%
AAPL Apple Inc2.31%
DHR Danaher Corp2.03%
ACT Actavis PLC1.98%

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