Fidelity Advisor Sumer Fund Quote

FACPX Fund  USD 43.73  0.59  1.37%   

Performance

7 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Fidelity Advisor is trading at 43.73 as of the 17th of January 2025; that is 1.37 percent up since the beginning of the trading day. The fund's open price was 43.14. Fidelity Advisor has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 18th of November 2024 and ending today, the 17th of January 2025. Click here to learn more.
The fund normally invests in common stocks. It invests at least 80 percent of assets in securities of companies principally engaged in the manufacture and distribution of consumer discretionary products and services. The fund invests in domestic and foreign issuers. More on Fidelity Advisor Sumer

Moving together with Fidelity Mutual Fund

  0.71SW Smurfit WestRock plcPairCorr
  0.87DRVN Driven Brands HoldingsPairCorr

Moving against Fidelity Mutual Fund

  0.8CYD China Yuchai InternaPairCorr
  0.73DSS DSS IncPairCorr
  0.67FRZA Forza X1PairCorr
  0.64EBET Ebet IncPairCorr
  0.59F-PB Ford MotorPairCorr
  0.53EXTO Almacenes xito SAPairCorr

Fidelity Mutual Fund Highlights

Fund ConcentrationFidelity Investments Funds, Large Blend Funds, Consumer Cyclical Funds, Consumer Cyclical, Fidelity Investments (View all Sectors)
Update Date31st of December 2024
Fidelity Advisor Sumer [FACPX] is traded in USA and was established 17th of January 2025. Fidelity Advisor is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Consumer Cyclical category and is part of Fidelity Investments family. This fund currently has accumulated 448.49 M in assets under management (AUM) with no minimum investment requirementsFidelity Advisor Sumer is currently producing year-to-date (YTD) return of 0.91%, while the total return for the last 3 years was 5.66%.
Check Fidelity Advisor Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Advisor Sumer Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Fidelity Advisor Sumer Mutual Fund Constituents

ROSTRoss StoresStockConsumer Discretionary
LBLandBridge Company LLCStockReal Estate
NFLXNetflixStockCommunication Services
CHTRCharter CommunicationsStockCommunication Services
MARMarriott InternationalStockConsumer Discretionary
TSLATesla IncStockConsumer Discretionary
TPRTapestryStockConsumer Discretionary
TJXThe TJX CompaniesStockConsumer Discretionary
More Details

Fidelity Advisor Sumer Risk Profiles

Fidelity Advisor Against Markets

Other Information on Investing in Fidelity Mutual Fund

Fidelity Advisor financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Advisor security.
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Price Transformation
Use Price Transformation models to analyze the depth of different equity instruments across global markets
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account