Fidelity Advisor Value Fund Quote
FTVFX Fund | USD 41.19 0.01 0.02% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Fidelity Advisor is trading at 41.19 as of the 28th of November 2024; that is 0.02 percent up since the beginning of the trading day. The fund's open price was 41.18. 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 Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests primarily in common stocks. It invests in securities of companies that possess valuable fixed assets or that Fidelity Management Research Company believes are undervalued in the marketplace in relation to factors such as assets, earnings, or growth potential . More on Fidelity Advisor Value
Moving together with Fidelity Mutual Fund
0.89 | FPURX | Fidelity Puritan | PairCorr |
0.92 | FPUKX | Fidelity Puritan | PairCorr |
0.78 | FQIPX | Fidelity Freedom Index | PairCorr |
Moving against Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
Fund Concentration | Fidelity Investments Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Fidelity Investments, Large, Mid-Cap Value (View all Sectors) |
Update Date | 30th of September 2024 |
Fidelity Advisor Value [FTVFX] is traded in USA and was established 28th of November 2024. Fidelity Advisor is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Fidelity Investments family. This fund currently has accumulated 99.66 M in assets under management (AUM) with no minimum investment requirementsFidelity Advisor Value is currently producing year-to-date (YTD) return of 18.86% with the current yeild of 0.01%, while the total return for the last 3 years was 8.84%.
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 Value 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 Value Mutual Fund Constituents
CUBE | CubeSmart | Stock | Real Estate | |
LH | Laboratory of | Stock | Health Care | |
DLTR | Dollar Tree | Stock | Consumer Staples | |
TSN | Tyson Foods | Stock | Consumer Staples | |
AR | Antero Resources Corp | Stock | Energy | |
EVRG | Evergy, | Stock | Utilities | |
OLN | Olin Corporation | Stock | Materials | |
KNX | Knight Transportation | Stock | Industrials |
Fidelity Advisor Value Risk Profiles
Mean Deviation | 0.7108 | |||
Semi Deviation | 0.6715 | |||
Standard Deviation | 0.9357 | |||
Variance | 0.8755 |
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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