Fidelity AdvisorĀ® New Insights Fund Institutional Class (FINSX)

28.65
Net Asset Value
-0.07%
1 Day
+7.06%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.68%
Expense Ratio
Low
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests in domestic and foreign issuers. The fund invests in securities of companies whose value the adviser believes is not fully recognized by the public. It invests in either "growth" stocks or "value" stocks or both. 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+1.27% 3 years+21.49%
3 months+6.15% 5 years+16.53%
1 year+22.57% Since inception+11.70%
Data through --

Peer Comparisonvs. Large growth

 FINSXCategory
Performance 5-yr return+16.53%+17.64%
Expense ratio0.68%1.24%
Risk 5 year sharpe ratio1.261.06
Net assets$27.3B$2.6B
Average market cap$44.5B$69.9B
Average P/E21.422.3
Portfolio turnover79%79%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureWilliam Danoff / 11 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

U.S. stock85.80%
International stock12.12%
Cash1.45%
Other0.57%
Fixed income0.06%
Top 5 Sectors
Portfolio weighting
Hardware 19.35%
Consumer service 12.65%
Financial service 11.47%
Industrial materials 10.96%
Consumer goods 9.62%
Top 10 Holdings
Portfolio weighting
MSFT Microsoft Corp2.84%
WFC Wells Fargo & Co2.49%
NBL Noble Energy Inc2.17%
SLB Schlumberger NV1.82%
VZ Verizon Communications Inc1.81%
GOOG Google Inc Class C1.73%
GOOGL Google Inc Class A1.70%
FB Facebook Inc Class A1.69%
BRKA Berkshire Hathaway Inc Class A1.55%
BAC Bank of America Corporation1.51%

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