Fidelity Advisor Energy Fund Managers
| FAGNXDelisted Fund | USD 50.00 0.00 0.00% |
A management-performance review of Fidelity Advisor Energy helps investors understand how portfolio construction, mandate discipline, and attribution are shaping the fund's results. That matters because fund leadership can influence turnover, concentration, and the durability of the stated investment mandate.
FIDELITY |
| Symbol | FAGNX |
| Name | Fidelity Advisor Energy |
| Type | Mutual Fund |
| Country | United States |
| Exchange | NMFQS |
Fidelity Advisor Energy Leadership information is not available right now. This may reflect a temporary coverage gap.
If you believe this Leadership should be covered, let us know and we will review coverage. Check all delisted instruments across multiple markets.Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Thematic Opportunities
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Mutual Fund Ownership Analysis
The fund generated a five-year return of 27.0%. Fidelity Advisor Energy retains 99.47% of assets under management (AUM) in equities. This fund's last dividend was $0.53 per share.Instrument Allocation (%)
Top Mutual Fund Constituents
| KMI | Kinder Morgan | Stock | |
| DK | Delek Energy | Stock | |
| XOM | Exxon Mobil Corp | Stock | |
| WMB | Williams Companies | Stock | |
| VST | Vistra Energy Corp | Stock | |
| VLO | Valero Energy | Stock | |
| PSX | Phillips 66 | Stock | |
| OXY | Occidental Petroleum | Stock | |
| MPC | Marathon Petroleum Corp | Stock | |
| LNG | Cheniere Energy | Stock | |
| HES | Hess Corporation | Stock | |
| FANG | Diamondback Energy | Stock | |
| EOG | EOG Resources | Stock | |
| DVN | Devon Energy | Stock | |
| CVX | Chevron Corp | Stock | |
| COP | ConocoPhillips | Stock | |
| BKR | Baker Hughes Co | Stock | |
| SLB | Schlumberger NV | Stock | |
| HAL | Halliburton | Stock |
Outstanding Bonds
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Institutional ownership analysis for Fidelity Advisor Energy matters because banks, hedge funds, pension plans, and other professional investors can influence price and liquidity more forcefully than smaller holders. This matters because getting in early on a sponsorship cycle may help, but getting caught near a large-holder exit can have the opposite effect.
FIDELITY ADVISOR Net Asset Comparison
Fidelity Advisor Energy ranks first in net asset among similar funds. Total Asset Under Management (AUM) of Equity Energy category is currently estimated at about 11.18 Billion. FIDELITY ADVISOR holds roughly 940.07 Million in net asset claiming about 8% of all funds under Equity Energy category.
Management Information & Data Sources
Management review for FIDELITY ADVISOR focuses on portfolio leadership, allocation discipline, and operating consistency. Changes in insider ownership can offer context, but they should be read with fundamentals and market conditions.
For Fidelity Advisor Energy, this section uses fund disclosures and market reference feeds with Macroaxis normalization rules applied to keep cross-asset comparisons consistent. Intraday timing differences may exist. Insider and management fields are mapped from published filings and company disclosures.
This content is curated and reviewed by:
Raphi Shpitalnik - Junior Member of Macroaxis Editorial BoardFidelity Advisor Energy Annual Yield
In accordance with the recently published financial statements, Fidelity Advisor Energy has an Annual Yield of 0.0075%. This is 95.59% lower than that of the Fidelity Investments family and significantly higher than that of the Equity Energy category. The annual yield for all United States funds is 97.41% higher than that of the fund.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.Review Investing Opportunities to understand diversified portfolio construction. Such insight adds context to allocation decisions within a diversified portfolio. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in inflation.Analysis related to FIDELITY ADVISOR should be read together with other portfolio and risk tools before capital is reallocated. That is especially important when the goal is to improve the overall mix of instruments already held. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Other Consideration for investing in FIDELITY Mutual Fund
Fidelity Advisor Energy liquidity profile may be thinner following delisting.
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