Fidelity Advisor Equity Fund Quote
| FAVTX Fund | USD 25.93 0.12 0.46% |
Performance8 of 100
| Odds Of DistressLess than 20
|
Fidelity Advisor is trading at 25.93 as of the 3rd of December 2024; that is 0.46 percent down since the beginning of the trading day. The fund's open price was 26.05. Fidelity Advisor has about a 20 % 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 Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of September 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 primarily invests in common stocks. The fund invests in securities of companies that the advisor believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry . More on Fidelity Advisor Equity
Moving together with Fidelity Mutual Fund
| 0.85 | FPURX | Fidelity Puritan | PairCorr |
| 0.88 | FPUKX | Fidelity Puritan | PairCorr |
| 0.79 | 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 | 31st of December 2024 |
Fidelity Advisor Equity [FAVTX] 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 Value category and is part of Fidelity Investments family. This fund currently has accumulated 258.61 M in assets under management (AUM) with no minimum investment requirementsFidelity Advisor Equity is currently producing year-to-date (YTD) return of 15.14% with the current yeild of 0.01%, while the total return for the last 3 years was 6.89%.
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
| NEM | Newmont Goldcorp Corp | Stock | Materials | |
| WFC | Wells Fargo | Stock | Financials | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| SO | Southern Company | Stock | Utilities | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| PNC | PNC Financial Services | Stock | Financials | |
| XEL | Xcel Energy | Stock | Utilities |
Fidelity Advisor Equity Risk Profiles
| Mean Deviation | 0.4814 | |||
| Semi Deviation | 0.4036 | |||
| Standard Deviation | 0.6161 | |||
| Variance | 0.3796 |
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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