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Fidelity Advisor Energy A (FANAX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Advisor Energy A (FANAX) Fund

    Last Trade: $31.25 on 5/26/2017, Change: +0.09 (0.29%)

 

Graph of Fidelity Advisor Energy A Fund (FANAX) ManagerFund Manager - John Dowd

Fund Manager Information

Fund Manager Tenure: 11.0 years
Similar Funds: FANIX  FANRX 
Fund Family: Fidelity Investments
Fund Category: Equity Energy
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.81)     (What does this score mean?)
John Dowd is co-manager of the fund, which he has managed since November 2009, and is manager of Fidelity Energy Central Fund. He also manages other Fidelity funds. Since joining Fidelity Investments in 2005, Mr. Dowd has served as an equity research analyst and portfolio manager. Previously, he was a senior research analyst for Sanford C. Bernstein & Co. from 2000 to 2005.  Get more insights on John Dowd

 

Graph of Fidelity Advisor Energy A Fund (FANAX) ProfileFidelity Advisor Energy A Fund (FANAX) Profile

Fund Profile and Description

Fidelity Advisor Energy A Fund seeks capital appreciation. Fidelity Advisor Energy A Fund normally invests primarily in common stocks and invests at least 80% of assets in securities of companies principally engaged in the energy field including the conventional areas of oil, gas, electricity and coal, and newer sources of energy such as nuclear, geothermal, oil shale, and solar power. It invests in domestic and foreign issuers and uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments. Fidelity Advisor Energy A Fund is non-diversified.

 

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

Data for Fidelity Advisor Energy A Fund (FANAX) as of May 30, 2016

  • Fidelity Advisor Energy A Fund (FANAX) management has been with Fidelity Advisor Energy A Fund for 11.0 years
  • Fidelity Advisor Energy A Fund (FANAX) has good short-term performance (1-year return -11.64% vs -17.59% Equity Energy category median performance)
  • Fidelity Advisor Energy A Fund (FANAX) has good mid-term performance (3-year return -4.11% vs -8.06% Equity Energy category median performance)
  • Fidelity Advisor Energy A Fund (FANAX) has good Long-term performance (5-year return -3.02% vs -6.65% Equity Energy category median performance)
  • Asset base in Fidelity Advisor Energy A Fund (FANAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Fidelity Advisor Energy A Fund (FANAX) has an annual stock turnover rate of 61.00% vs Equity Energy average of 84.48%. It is good that Fidelity Advisor Energy A management does not trade extensively for its return.
  • Fidelity Advisor Energy A Fund (FANAX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.1, lower than category average of 23.64
  • Fidelity Advisor Energy A Fund (FANAX) has a lower expense ratio than its Equity Energy average: 1.11% vs 1.47%

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

Data for Fidelity Advisor Energy A Fund (FANAX) as of May 30, 2016

  • Fidelity Advisor Energy A Fund (FANAX) ratio of up-years vs down years can be improved
  • Fidelity Advisor Energy A Fund (FANAX) has a Morningstar rating of 3 and below
  • Fidelity Advisor Energy A Fund (FANAX) carries a 5.75% load
See Fidelity Advisor Energy A Fund (FANAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Fidelity Advisor Energy A Fund (FANAX)Compare with other top Equity Energy category mutual funds

Aadditional top Equity Energy mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Advisor Energy A14.74-11.64-4.11-3.02
Integrity Williston Bsn/Md-N Amer Stk A (ICPAX)11.37-19.02-4.63-2.39Compare
Vanguard Energy Adm (VGELX)17.07-9.68-4.51-3.47Compare
Ivy Energy I (IVEIX)14.10-15.56-3.58-3.02Compare

See top fund managers for Equity Energy Category Funds

 

Compare Fidelity Advisor Energy A Fund (FANAX)Compare with Equity Energy category ETFs

Some Equity Energy ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Energy ETF (VDE)000
Guggenheim S&P 500 Equal Wt Energy ETF (RYE)000
PowerShares Dynamic Engy Explr&Prdtn ETF (PXE)000
Energy Select Sector SPDR ETF (XLE)000
SPDR S&P International Energy Sect ETF (IPW)000

 

Graph of Fidelity Advisor Energy A Fund (FANAX) Net Asset TrackingFidelity Advisor Energy A (FANAX) Fund Net Asset

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

DateNet Asset
05/2016$921.03M
03/2016$782.29M
02/2016$679.25M
More historic net asset information on Fidelity Advisor Energy A Fund (FANAX)

  

Graph of Fidelity Advisor Energy A Fund (FANAX) Portfolio TrackingFidelity Advisor Energy A (FANAX) Fund Portfolio Allocation

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

DateCashStockBondOther
04/20161.33%98.67%0%0%
02/20161.07%98.93%0%0%
01/20162.03%97.97%0%0%
Click here to see more historic asset allocation information on Fidelity Advisor Energy A Fund (FANAX)

 

graph of Fidelity Advisor Energy A Fund (FANAX) Top 10 Position TrackingTop 10 Holdings in Fidelity Advisor Energy A (FANAX) Fund

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

Apr 29, 2016
Schlumberger N.V. Common Stock [8.75%]
EOG Resources, Inc. Common Stoc [6.6%]
Noble Energy Inc. Common Stock [4.93%]
Anadarko Petroleum Corporation [4.5%]
Newfield Exploration Company Co [3.88%]
Hess Corporation Common Stock [3.68%]
Valero Energy Corporation Commo [3.43%]
Diamondback Energy, Inc. [3.33%]
Baker Hughes Incorporated Commo [3.25%]
Chevron Corporation Common Stoc [3.2%]

Feb 28, 2016
Schlumberger N.V. Common Stock [9.06%]
Exxon Mobil Corporation Common [7.94%]
EOG Resources, Inc. Common Stoc [6.65%]
Valero Energy Corporation Commo [5.53%]
Noble Energy Inc. Common Stock [4.1%]
Baker Hughes Incorporated Commo [3.82%]
Pioneer Natural Resources Compa [3.79%]
Cimarex Energy Co Common Stock [3.79%]
Diamondback Energy, Inc. [3.46%]
Hess Corporation Common Stock [3.44%]

Jan 30, 2016
Exxon Mobil Corporation Common [10.03%]
Schlumberger N.V. Common Stock [8.07%]
EOG Resources, Inc. Common Stoc [6.34%]
Valero Energy Corporation Commo [5.24%]
Cimarex Energy Co Common Stock [4.28%]
Pioneer Natural Resources Compa [3.8%]
Baker Hughes Incorporated Commo [3.75%]
Diamondback Energy, Inc. [3.55%]
Anadarko Petroleum Corporation [3.45%]
Newfield Exploration Company Co [3.4%]
Click here for Stock Holding Change Map in Fidelity Advisor Energy A Fund (FANAX)

  

Latest News on Fidelity Advisor Energy A (FANAX) Fund

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

 

Fidelity Advisor Energy A Fund (FANAX) Related ResourcesSee more information on Fidelity Advisor Energy A (FANAX) Fund

Popular pages on Fidelity Advisor Energy A (FANAX) Fund

  

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