Fidelity Advisor Sumer Fund Quote
FCNAX Fund | USD 40.61 0.17 0.42% |
PerformanceVery Weak
| Odds Of DistressLow
|
Fidelity Advisor is trading at 40.61 as of the 21st of March 2025; that is 0.42% up since the beginning of the trading day. The fund's open price was 40.44. 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 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund normally invests in common stocks. It invests at least 80 percent of assets in securities of companies principally engaged in the manufacture and distribution of consumer discretionary products and services. The fund invests in domestic and foreign issuers. More on Fidelity Advisor Sumer
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Fidelity Mutual Fund Highlights
Fund Concentration | Fidelity Investments Funds, Large Blend Funds, Consumer Cyclical Funds, Consumer Cyclical, Fidelity Investments (View all Sectors) |
Update Date | 31st of March 2025 |
Fidelity Advisor Sumer [FCNAX] is traded in USA and was established 21st of March 2025. Fidelity Advisor is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Consumer Cyclical category and is part of Fidelity Investments family. This fund currently has accumulated 448.49 M in assets under management (AUM) with no minimum investment requirementsFidelity Advisor Sumer is currently producing year-to-date (YTD) return of 1.17%, while the total return for the last 3 years was 7.19%.
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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 Sumer 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 Sumer Mutual Fund Constituents
ROST | Ross Stores | Stock | Consumer Discretionary | |
LB | LandBridge Company LLC | Stock | Real Estate | |
NFLX | Netflix | Etf | Communication Services | |
CHTR | Charter Communications | Stock | Communication Services | |
BKNG | Booking Holdings | Stock | Consumer Discretionary | |
TSLA | Tesla Inc | Stock | Consumer Discretionary | |
TPR | Tapestry | Stock | Consumer Discretionary | |
TJX | The TJX Companies | Stock | Consumer Discretionary |
Fidelity Advisor Sumer Risk Profiles
Mean Deviation | 1.15 | |||
Standard Deviation | 1.55 | |||
Variance | 2.39 | |||
Risk Adjusted Performance | (0.20) |
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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