Fidelity Advisor Equity Fund Quote
| EQPGX Fund | USD 26.35 0.18 0.69% |
Performance13 of 100
| Odds Of DistressLess than 17
|
Fidelity Advisor is trading at 26.35 as of the 3rd of December 2024; that is 0.69 percent increase since the beginning of the trading day. The fund's open price was 26.17. Fidelity Advisor has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 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 3rd of November 2024 and ending today, the 3rd of December 2024. Click here to learn more.
The fund normally invests at least 80 percent of its assets in equity securities. It invests primarily in common stocks. The fund invests in companies the advisor believes have above-average growth potential . It invests in domestic and foreign issuers. More on Fidelity Advisor Equity
Moving together with Fidelity Mutual Fund
| 0.93 | FPURX | Fidelity Puritan | PairCorr |
| 0.97 | FPUKX | Fidelity Puritan | PairCorr |
| 0.91 | FQIPX | Fidelity Freedom Index | PairCorr |
Moving against Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Growth Funds, Large Growth, Fidelity Investments, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
Fidelity Advisor Equity [EQPGX] is traded in USA and was established 3rd of December 2024. Fidelity Advisor is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Fidelity Investments family. This fund currently has accumulated 3.47 B in assets under management (AUM) with no minimum investment requirementsFidelity Advisor Equity is currently producing year-to-date (YTD) return of 32.1%, while the total return for the last 3 years was 10.31%.
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
| EA | Electronic Arts | Stock | Communication Services | |
| GPN | Global Payments | Stock | Financials | |
| CME | CME Group | Stock | Financials | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| AMGN | Amgen Inc | Stock | Health Care | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| VRTX | Vertex Pharmaceuticals | Stock | Health Care | |
| V | Visa Class A | Stock | Financials |
Fidelity Advisor Equity Risk Profiles
| Mean Deviation | 0.6652 | |||
| Semi Deviation | 0.8968 | |||
| Standard Deviation | 0.918 | |||
| Variance | 0.8427 |
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.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |