Fidelity Advisor Equity Fund Quote

FAEVX Fund  USD 26.68  0.02  0.07%   

Performance

9 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Fidelity Advisor is trading at 26.68 as of the 30th of November 2024; that is 0.07% up since the beginning of the trading day. The fund's open price was 26.66. 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. Equity ratings for Fidelity Advisor Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of November 2023 and ending today, the 30th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its assets in equity securities. It primarily invests in common stocks. The fund invests in securities of companies that the advisor believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry . More on Fidelity Advisor Equity

Moving together with Fidelity Mutual Fund

  0.88FPURX Fidelity PuritanPairCorr
  0.88FPUKX Fidelity PuritanPairCorr
  0.74FQIPX Fidelity Freedom IndexPairCorr

Moving against Fidelity Mutual Fund

  0.49FQITX Fidelity Salem StreetPairCorr

Fidelity Mutual Fund Highlights

Fund ConcentrationFidelity Investments Funds, Large Value Funds, Large Value, Fidelity Investments (View all Sectors)
Update Date30th of September 2024
Fidelity Advisor Equity [FAEVX] is traded in USA and was established 30th of November 2024. Fidelity Advisor is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Value category and is part of Fidelity Investments family. This fund currently has accumulated 258.61 M in assets under management (AUM) with no minimum investment requirementsFidelity Advisor Equity is currently producing year-to-date (YTD) return of 15.31% with the current yeild of 0.02%, while the total return for the last 3 years was 6.43%.
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 Equity 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 Equity Mutual Fund Constituents

AMGNAmgen IncStockHealth Care
VZVerizon CommunicationsStockCommunication Services
LOWLowes CompaniesStockConsumer Discretionary
GOOGLAlphabet Inc Class AStockCommunication Services
CSCOCisco SystemsStockInformation Technology
CNCCentene CorpStockHealth Care
EXCExelonStockUtilities
WFCWells FargoStockFinancials
More Details

Fidelity Advisor Equity 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.
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