Fidelity Advisor Equity Fund Quote
FAEVX Fund | USD 24.21 0.01 0.04% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Fidelity Advisor is trading at 24.21 as of the 30th of January 2025; that is 0.04% up since the beginning of the trading day. The fund's open price was 24.2. Fidelity Advisor has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 10th of February 2023 and ending today, the 30th of January 2025. 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 against Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
Fund Concentration | Fidelity Investments Funds, Large Value Funds, Large Value, Fidelity Investments (View all Sectors) |
Update Date | 31st of December 2024 |
Fidelity Advisor Equity [FAEVX] is traded in USA and was established 30th of January 2025. 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 2.63% with the current yeild of 0.02%, while the total return for the last 3 years was 4.87%.
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
XEL | Xcel Energy | Stock | Utilities | |
NEM | Newmont Goldcorp Corp | Stock | Materials | |
SJM | JM Smucker | Stock | Consumer Staples | |
CI | Cigna Corp | Stock | Health Care | |
TEVA | Teva Pharma Industries | Stock | Health Care | |
CMCSA | Comcast Corp | Stock | Communication Services | |
VZ | Verizon Communications | Stock | Communication Services | |
DD | Dupont De Nemours | Stock | Materials |
Fidelity Advisor Equity Risk Profiles
Mean Deviation | 0.5585 | |||
Standard Deviation | 0.8041 | |||
Variance | 0.6466 | |||
Risk Adjusted Performance | (0.06) |
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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