Fidelity Advisor Equity Fund Quote
| FEIRX Fund | USD 37.77 0.26 0.69% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Fidelity Advisor is trading at 37.77 as of the 24th of November 2024; that is 0.69 percent up since the beginning of the trading day. The fund's open price was 37.51. 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 28th of May 2024 and ending today, the 24th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of assets in equity securities. It normally invests primarily in income-producing equity securities, which tends to lead to investments in large cap value stocks. The fund potentially invests in other types of equity securities and debt securities, including lower-quality debt securities . More on Fidelity Advisor Equity
Moving together with Fidelity Mutual Fund
| 0.89 | FPURX | Fidelity Puritan | PairCorr |
| 0.89 | FPUKX | Fidelity Puritan | PairCorr |
| 0.83 | FQIPX | Fidelity Freedom Index | PairCorr |
Moving against Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Value Funds, Large Value, Fidelity Investments, Large Value, Large Value (View all Sectors) |
| Update Date | 30th of September 2024 |
Fidelity Advisor Equity [FEIRX] is traded in USA and was established 24th 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 1.8 B in assets under management (AUM) with no minimum investment requirementsFidelity Advisor Equity is currently producing year-to-date (YTD) return of 15.79% with the current yeild of 0.02%, while the total return for the last 3 years was 8.48%.
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
| PG | Procter Gamble | Stock | Consumer Staples | |
| BX | Blackstone Group | Stock | Financials | |
| CB | Chubb | Stock | Financials | |
| GD | General Dynamics | Stock | Industrials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TRV | The Travelers Companies | Stock | Financials | |
| STT | State Street Corp | Stock | Financials | |
| ROG | Rogers | Stock | Information Technology |
Fidelity Advisor Equity Risk Profiles
| Mean Deviation | 0.4836 | |||
| Semi Deviation | 0.3377 | |||
| Standard Deviation | 0.6054 | |||
| Variance | 0.3665 |
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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