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 | FANAX Insights | FANAX Score | FANAX Performance | FANAX Manager | FANAX News | FANAX Allocation | FANAX Holdings Change

Mutual Fund Insights: Fidelity Advisor Energy A Fund (FANAX)

In-depth Analysis of Fidelity Advisor Energy A Fund (FANAX)

Mutual fund chart: Fidelity Advisor Energy A Fund (FANAX)

3 months
6 months
1 year
3 year
5 year

See Fidelity Advisor Energy A Fund (FANAX) performance details as of January 31, 2010

  

    Last Trade: $31.76 on 3/17/2010, Change: +0.38 (1.21%)

  

Fund Manager - John Dowd

Fund Manager Tenure: 3.8 years   [Similar Funds: FANIX  FANRX ]
Fundmojo Fund Grade: C (Score: 0.51)     (What does this score mean?)
Dowd is a portfolio manager of the fund.  Get more insights on John Dowd

  

What we like about Fidelity Advisor Energy A Fund (FANAX) What we like about Fidelity Advisor Energy A Fund (FANAX)

Data for Fidelity Advisor Energy A Fund (FANAX) as of January 31, 2010

  • Fidelity Advisor Energy A Fund (FANAX) management has been with Fidelity Advisor Energy A Fund for 3.8 years
  • Fidelity Advisor Energy A Fund (FANAX) has good short-term performance (1-year return 39.62% vs 39.60% Equity Energy category average)
  • Fidelity Advisor Energy A Fund (FANAX) has good Long-term performance (5-year return 9.25% vs 8.83% Equity Energy category average)
  • Fidelity Advisor Energy A Fund (FANAX) ratio of up-years vs down years is greater than 2
  • Fidelity Advisor Energy A Fund (FANAX) has a lower management fee than its Equity Energy average: 1.22% vs 1.73%

  

What we are cautious about Fidelity Advisor Energy A Fund (FANAX) What we are cautious about Fidelity Advisor Energy A Fund (FANAX)

Data for Fidelity Advisor Energy A Fund (FANAX) as of January 31, 2010

  • Fidelity Advisor Energy A Fund is a focused fund with 43.78% 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 Energy A Fund (FANAX) has a less-than-ideal mid-term performance (3-year return -2.32% vs -0.93% Equity Energy category average)
  • Fidelity Advisor Energy A Fund (FANAX) has a Morningstar rating of 3 and below
  • Fidelity Advisor Energy A Fund (FANAX) is less safe compared to its Equity Energy peers
  • Fidelity Advisor Energy A Fund (FANAX) has an annual stock turnover rate of 148.00% that is higher than the Equity Energy average of 105.19%. This could mean Fidelity Advisor Energy A is more nimble, but also signal potential high tax impact and high trading fees
  • Fidelity Advisor Energy A Fund (FANAX) does not have a good risk adjusted return as its 3-year Alpha of 10.84 is worse than category average of 12.28, and its 3-year Sharpe ratio is 0.05
  • Fidelity Advisor Energy A Fund (FANAX) is more volatile than its peers as it has a 3-year Standard Deviation of 34.23 that is higher than category average of 34
  • Fidelity Advisor Energy A Fund (FANAX) carries a 5.75% load
See Fidelity Advisor Energy A Fund (FANAX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Equity Energy category?

Below are some additional Equity Energy mutual funds generated out of our database

  

Fidelity Advisor Energy A Fund (FANAX) Net Asset

Track net asset change of Fidelity Advisor Energy A fund (FANAX)

DateNet Asset
01/2010$239.29M
11/2009$237.63M
10/2009$235.03M
More historic net asset information on Fidelity Advisor Energy A Fund (FANAX)

  

Fidelity Advisor Energy A Fund (FANAX) Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Energy A fund (FANAX)

DateCashStockBondOther
10/20090.5%99.44%0%0.06%
09/20091.66%98.27%0%0.06%
08/20091.32%98.61%0%0.06%
Click here to see more historic asset allocation information on Fidelity Advisor Energy A Fund (FANAX)

  

Most Recent Top 10 Holdings in Fidelity Advisor Energy A Fund (FANAX)

Discover what Fidelity Advisor Energy A Fund (FANAX) manager is buying

31-Oct-09
SCHLUMBERGER LTD [6.81%]
OCCIDENTAL PET [6.39%]
SOUTHWESTERN ENERGY [5.74%]
TRANSOCEAN LTD [3.76%]
PETROHAWK ENERGY CP [3.5%]
ANADARKO PETROLEUM [3.5%]
MARATHON OIL CORP [3.39%]
NOBLE CORP (NEW) [3.35%]
WEATHERFORD INTL LTD [3.12%]
MASSEY ENERGY CO [3.07%]

30-Sep-09
OCCIDENTAL PET [6.39%]
SCHLUMBERGER LTD [5.81%]
SOUTHWESTERN ENERGY [5.44%]
CHESAPEAKE ENERGY CP [3.73%]
TRANSOCEAN LTD [3.71%]
WEATHERFORD INTL LTD [3.58%]
PETROHAWK ENERGY CP [3.52%]
ANADARKO PETROLEUM [3.49%]
MARATHON OIL CORP [3.28%]
NOBLE CORP (NEW) [3.02%]

31-Aug-09
OCCIDENTAL PET [6.38%]
SCHLUMBERGER LTD [6.1%]
SOUTHWESTERN ENERGY [4.74%]
WEATHERFORD INTL LTD [3.83%]
TRANSOCEAN LTD [3.66%]
PETROHAWK ENERGY CP [3.53%]
MARATHON OIL CORP [3.52%]
CHESAPEAKE ENERGY CP [3.52%]
NOBLE CORP (NEW) [3.34%]
RANGE RES CORP [3.05%]
Click here for Stock Holding Change Map in Fidelity Advisor Energy A Fund (FANAX)

  

Related books and products to Fidelity Advisor Energy A Fund (FANAX)

  

Latest News on Fidelity Advisor Energy A (FANAX)

See what is happening with Fidelity Advisor Energy A Fund (FANAX)

 

Books and Resources

 

 

See more information on Fidelity Advisor Energy A Fund (FANAX)