Fidelity Advisor Sustainable Fund Quote
| FSWAX Fund | USD 8.67 0.02 0.23% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Fidelity Advisor is trading at 8.67 as of the 30th of January 2025; that is 0.23% down since the beginning of the trading day. The fund's open price was 8.69. 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 31st of December 2024 and ending today, the 30th of January 2025. Click here to learn more.
The fund normally invests at least 80 percent of assets in equity securities of companies in emerging markets, including equity investments that are tied economically to emerging markets, that Fidelity Management Research Company LLC believes have proven or improving sustainability practices based on an evaluation of such companies individual environmental, social, and governance profile. More on Fidelity Advisor Sustainable
Moving against Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Growth Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Fidelity Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
Fidelity Advisor Sustainable [FSWAX] 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 Diversified Emerging Mkts category and is part of Fidelity Investments family. Fidelity Advisor Sus currently has accumulated 4.83 M in assets under management (AUM) with no minimum investment requirements with the current yeild of 0.01%.
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 Sustainable 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 Sustainable Mutual Fund Constituents
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| INDA | iShares MSCI India | Etf | India Equity |
Fidelity Advisor Sus Risk Profiles
| Mean Deviation | 0.6869 | |||
| Standard Deviation | 0.9217 | |||
| Variance | 0.8496 | |||
| Risk Adjusted Performance | (0.08) |
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.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |