Fidelity Advisor Energy Fund Quote
| FAGNX Fund | USD 49.28 0.88 1.75% |
Performance4 of 100
| Odds Of DistressLess than 22
|
Fidelity Advisor is trading at 49.28 as of the 26th of November 2024; that is 1.75 percent down since the beginning of the trading day. The fund's open price was 50.16. Fidelity Advisor has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Fidelity Advisor Energy are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund normally invests primarily in common stocks. It normally invests at least 80 percent of assets in securities of companies principally engaged in the energy field including the conventional areas of oil, gas, electricity and coal, and newer sources of energy such as nuclear, geothermal, oil shale, and solar power. More on Fidelity Advisor Energy
Moving against Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Value Funds, Equity Energy Funds, Equity Energy, Fidelity Investments, Large Value, Equity Energy (View all Sectors) |
| Update Date | 30th of September 2024 |
Fidelity Advisor Energy [FAGNX] is traded in USA and was established 26th of November 2024. Fidelity Advisor is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Equity Energy category and is part of Fidelity Investments family. This fund currently has accumulated 940.07 M in assets under management (AUM) with no minimum investment requirementsFidelity Advisor Energy is currently producing year-to-date (YTD) return of 11.4% with the current yeild of 0.02%, while the total return for the last 3 years was 20.95%.
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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 Energy 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 Energy Mutual Fund Constituents
| KMI | Kinder Morgan | Stock | Energy | |
| DK | Delek Energy | Stock | Energy | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| WMB | Williams Companies | Stock | Energy | |
| VST | Vistra Energy Corp | Stock | Utilities | |
| VLO | Valero Energy | Stock | Energy | |
| PXD | Pioneer Natural Resources | Stock | Energy | |
| PSX | Phillips 66 | Stock | Energy |
Fidelity Advisor Energy Risk Profiles
| Mean Deviation | 0.9631 | |||
| Semi Deviation | 1.28 | |||
| Standard Deviation | 1.29 | |||
| Variance | 1.67 |
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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