Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Philip A. White


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | FAFCX Insights | FAFCX Score | FAFCX Performance | FAFCX Manager | FAFCX News | FAFCX Allocation | FAFCX Holdings Change

Mutual Fund Insights: Fidelity Advisor Financial Services C Fund (FAFCX)

In-depth Analysis of Fidelity Advisor Financial Services C Fund (FAFCX)

Mutual fund chart: Fidelity Advisor Financial Services C Fund (FAFCX)

3 months
6 months
1 year
3 year
5 year

See Fidelity Advisor Financial Services C Fund (FAFCX) performance details as of February 28, 2010

  

    Last Trade: $11.03 on 3/19/2010, Change: -0.13 (-1.16%)

  

Fund ManagerFund Manager - Benjamin Hesse

Fund Manager Tenure: 1.5 years   [Similar Funds: FAFBX  FAFDX  FAFSX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Benjamin Hesse is a portfolio manager with Fidelity Investments. Benjamin Hesse has been with the company since 2005 as a research analyst.Prior to joining the company, Benjamin Hesse was a research analyst intern at Credit Suisse Asset Management in New York.  Get more insights on Benjamin Hesse

  

What we like about Fidelity Advisor Financial Services C Fund (FAFCX) What we like about Fidelity Advisor Financial Services C Fund (FAFCX)

Data for Fidelity Advisor Financial Services C Fund (FAFCX) as of February 28, 2010

  • Fidelity Advisor Financial Services C Fund (FAFCX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Fidelity Advisor Financial Services C Fund (FAFCX) has good short-term performance (1-year return 80.05% vs 75.16 % Financial category average)
  • Fidelity Advisor Financial Services C Fund (FAFCX) has good mid-term performance (3-year return -19.37% vs -15.02 % Financial category average)
  • Fidelity Advisor Financial Services C Fund (FAFCX) has good Long-term performance (5-year return -8.30% vs -5.58 % Financial category average)
  • Fidelity Advisor Financial Services C Fund (FAFCX) ratio of up-years vs down years is greater than 2

  

What we are cautious about Fidelity Advisor Financial Services C Fund (FAFCX) What we are cautious about Fidelity Advisor Financial Services C Fund (FAFCX)

Data for Fidelity Advisor Financial Services C Fund (FAFCX) as of February 28, 2010

  • Fidelity Advisor Financial Services C Fund (FAFCX) management has been with Fidelity Advisor Financial Services C Fund for only 1.5 years, it is hard to judge manager's ability based on this fund's operation record
  • Fidelity Advisor Financial Services C Fund is a focused fund with 42.98% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Fidelity Advisor Financial Services C Fund (FAFCX) has a Morningstar rating of 3 and below
  • Fidelity Advisor Financial Services C Fund (FAFCX) has an annual stock turnover rate of 269.00% that is higher than the Financial average of 202.29%. This could mean Fidelity Advisor Financial Services C is more nimble, but also signal potential high tax impact and high trading fees
  • Fidelity Advisor Financial Services C Fund (FAFCX) does not have a good risk adjusted return as its 3-year Alpha of -10.98 is worse than category average of -7.19, and its 3-year Sharpe ratio is -0.61
  • Fidelity Advisor Financial Services C Fund (FAFCX) is more volatile than its peers as it has a 3-year Standard Deviation of 30.5 that is higher than category average of 28.76
  • Fidelity Advisor Financial Services C Fund (FAFCX) has a higher management fee of 2.03% than its Financial average of 1.72%
  • Fidelity Advisor Financial Services C Fund (FAFCX) carries a 1% load
See Fidelity Advisor Financial Services C Fund (FAFCX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Financial category?

Below are some additional Financial mutual funds generated out of our database

  

Fidelity Advisor Financial Services C Fund (FAFCX) Net Asset

Track net asset change of Fidelity Advisor Financial Services C fund (FAFCX)

DateNet Asset
02/2010$156.61M
01/2010$30.64M
11/2009$30.68M
More historic net asset information on Fidelity Advisor Financial Services C Fund (FAFCX)

  

Fidelity Advisor Financial Services C Fund (FAFCX) Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Financial Services C fund (FAFCX)

DateCashStockBondOther
01/20102.12%97.89%0%0%
10/20092.82%97.18%0%0%
09/20091.52%98.48%0%0%
Click here to see more historic asset allocation information on Fidelity Advisor Financial Services C Fund (FAFCX)

  

Most Recent Top 10 Holdings in Fidelity Advisor Financial Services C Fund (FAFCX)

Discover what Fidelity Advisor Financial Services C Fund (FAFCX) manager is buying

31-Jan-10
Zions Bancorporation [5.05%]
Citigroup, Inc. Common Stock [5.05%]
Bank of America Corporation Com [4.96%]
JP Morgan Chase & Co. Common St [4.8%]
McGraw-Hill Companies, Inc. (Th [4.58%]
Morgan Stanley Common Stock [4.35%]
Wells Fargo & Company Common St [3.88%]
Comerica Incorporated Common St [3.85%]
KeyCorp Common Stock [3.27%]

31-Oct-09
CME Group Inc. [5.59%]
The Charles Schwab Corporation [5.48%]
MORGAN STANLEY [5.47%]
MCGRAW HILL COS THE [4.76%]
GOLDMAN SACHS GRP [4.6%]
JP MORGAN CHASE CO [4%]
Euronet Worldwide, Inc. [3.56%]
BARCLAYS PLC ADR [3.45%]
BK OF AMERICA CP [3.22%]
Washington Federal, Inc. [2.5%]

30-Sep-09
The Charles Schwab Corporation [5.81%]
CME Group Inc. [5.22%]
MORGAN STANLEY [4.98%]
MCGRAW HILL COS THE [4.38%]
BANK OF NY MELLON CP [4.28%]
VISA INC. [3.64%]
JP MORGAN CHASE CO [3.6%]
Euronet Worldwide, Inc. [3.42%]
GENWORTH FINANCIAL [3.1%]
BK OF AMERICA CP [2.79%]
Click here for Stock Holding Change Map in Fidelity Advisor Financial Services C Fund (FAFCX)

  

Related books and products to Fidelity Advisor Financial Services C Fund (FAFCX)

  

Latest News on Fidelity Advisor Financial Services C (FAFCX)

See what is happening with Fidelity Advisor Financial Services C Fund (FAFCX)

 

Books and Resources

 

 

See more information on Fidelity Advisor Financial Services C Fund (FAFCX)