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Fidelity Advisor Value A (FAVFX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Advisor Value A (FAVFX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Fidelity Advisor Value A Fund (FAVFX) ManagerFund Manager - Matthew Friedman

Fund Manager Information

Fund Manager Tenure: 9.4 years
Fund Family: Fidelity Investments
Fund Category: Mid-Cap Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)
Friedman joined Fidelity Investments in 2000, working as a research analyst and portfolio manager. Prior to joining Fidelity, Friedman was an investment banking analyst for Lehman Brothers in New York. Friedman holds the Chartered Financial Analyst designation.  Get more insights on Matthew Friedman

 

Graph of Fidelity Advisor Value A Fund (FAVFX) ProfileFidelity Advisor Value A Fund (FAVFX) Profile

Fund Profile and Description

Fidelity Advisor Value A Fund seeks capital appreciation. Fidelity Advisor Value A Fund invests primarily in common stocks. It invests in securities of companies that possess valuable fixed assets or that it believes are undervalued in the marketplace in relation to factors such as assets, earnings, or growth potential. Fidelity Advisor Value A Fund may invest in securities of domestic and foreign issuers.

 

Fidelity Advisor Value A (FAVFX) Fund Strength What we like about Fidelity Advisor Value A (FAVFX) Fund

Data for Fidelity Advisor Value A Fund (FAVFX) as of May 30, 2016

  • Fidelity Advisor Value A Fund (FAVFX) management has been with Fidelity Advisor Value A Fund for 9.4 years
  • Fidelity Advisor Value A Fund (FAVFX) has good mid-term performance (3-year return 8.39% vs 8.20% Mid-Cap Value category median performance)
  • Fidelity Advisor Value A Fund (FAVFX) has good Long-term performance (5-year return 9.29% vs 8.87% Mid-Cap Value category median performance)
  • Fidelity Advisor Value A Fund (FAVFX) ratio of up-years vs down years is greater than 2
  • Asset base in Fidelity Advisor Value A Fund (FAVFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Fidelity Advisor Value A Fund (FAVFX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.56, lower than category average of 12.6

Fidelity Advisor Value A Fund (FAVFX) Weakness What we are cautious about Fidelity Advisor Value A (FAVFX) Fund

Data for Fidelity Advisor Value A Fund (FAVFX) as of May 30, 2016

  • Fidelity Advisor Value A Fund (FAVFX) has a less-than-ideal short-term performance (1-year return -6.08% vs -3.20% Mid-Cap Value category median performance)
  • Fidelity Advisor Value A Fund (FAVFX) has a Morningstar rating of 3 and below
  • Fidelity Advisor Value A Fund (FAVFX) is less safe compared to its Mid-Cap Value peers
  • Fidelity Advisor Value A Fund (FAVFX) has an annual stock turnover rate of 82.00% that is higher than the Mid-Cap Value average of 53.78%. This could mean Fidelity Advisor Value A is more nimble, but also signal potential high tax impact and high trading fees
  • Fidelity Advisor Value A Fund (FAVFX) has a higher expense ratio of 1.24% than its Mid-Cap Value average of 1.18%
  • Fidelity Advisor Value A Fund (FAVFX) carries a 5.75% load
See Fidelity Advisor Value A Fund (FAVFX) performance details as of May 30, 2016

 

What do you think?

 

Compare Fidelity Advisor Value A Fund (FAVFX)Compare with other top Mid-Cap Value category mutual funds

Aadditional top Mid-Cap Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Advisor Value A6.21-6.088.399.29
American Century Mid Cap Value C (ACCLX)9.334.3411.1311.06Compare
VY American Century Small-Mid Cap Val S2 (ISMSX)8.163.3910.7310.75Compare
JHancock Disciplined Value Mid Cap Adv (JVMVX)4.440.4912.5512.11Compare

See top fund managers for Mid-Cap Value Category Funds

 

Compare Fidelity Advisor Value A Fund (FAVFX)Compare with Mid-Cap Value category ETFs

Some Mid-Cap Value ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Select Dividend (DVY)11.18%9.44%12.25%
PowerShares High Yld Eq Div Achiev ETF (PEY)14.38%16.97%16.38%
PowerShares Russell Midcap Pure Val ETF (PXMV)11.24%1.03%10.35%
Vanguard Mid-Cap Value ETF (VOE)000
SPDR S&P 400 Mid Cap Value ETF (MDYV)000

 

Graph of Fidelity Advisor Value A Fund (FAVFX) Net Asset TrackingFidelity Advisor Value A (FAVFX) Fund Net Asset

Track net asset change of Fidelity Advisor Value A fund (FAVFX)

DateNet Asset
05/2016$103.93M
03/2016$99.03M
02/2016$84.82M
More historic net asset information on Fidelity Advisor Value A Fund (FAVFX)

  

Graph of Fidelity Advisor Value A Fund (FAVFX) Portfolio TrackingFidelity Advisor Value A (FAVFX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Value A fund (FAVFX)

DateCashStockBondOther
04/20166.51%93.26%0%0.06%
02/20162.26%97.46%0%0.11%
01/20162.03%97.66%0%0.12%
Click here to see more historic asset allocation information on Fidelity Advisor Value A Fund (FAVFX)

 

graph of Fidelity Advisor Value A Fund (FAVFX) Top 10 Position TrackingTop 10 Holdings in Fidelity Advisor Value A (FAVFX) Fund

Discover what Fidelity Advisor Value A Fund (FAVFX) manager is buying

Apr 29, 2016
Sempra Energy Common Stock [2.28%]
Edison International Common Sto [1.99%]
S&P M 400 Emini Fut Jun16 Fam6 [1.83%]
Xcel Energy Inc. Common Stock [1.56%]
Berkshire Hathaway Inc B [1.23%]
U.S. Bancorp Common Stock [1.11%]
Jazz Pharmaceuticals plc [1.11%]
Discover Financial Services Com [1.06%]
AECOM Common Stock [1.06%]
Exelon Corporation Common Stock [1.03%]

Feb 28, 2016
Sempra Energy Common Stock [2.36%]
Edison International Common Sto [2.18%]
Xcel Energy Inc. Common Stock [1.7%]
Berkshire Hathaway Inc B [1.23%]
Exelon Corporation Common Stock [1.17%]
Equity Lifestyle Properties, In [1.08%]
AECOM Common Stock [1.08%]
U.S. Bancorp Common Stock [1.05%]
Capital One Financial Corporati [0.97%]
OGE Energy Corporation Common S [0.95%]

Jan 30, 2016
Sempra Energy Common Stock [2.1%]
Edison International Common Sto [2.1%]
Xcel Energy Inc. Common Stock [1.6%]
Exelon Corporation Common Stock [1.26%]
Berkshire Hathaway Inc B [1.2%]
D/B/A Chubb Limited New Common [1.13%]
U.S. Bancorp Common Stock [1.11%]
AECOM Common Stock [1.09%]
Equity Lifestyle Properties, In [1.03%]
OGE Energy Corporation Common S [1.03%]
Click here for Stock Holding Change Map in Fidelity Advisor Value A Fund (FAVFX)

  

Latest News on Fidelity Advisor Value A (FAVFX) Fund

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Fidelity Advisor Value A Fund (FAVFX) Related ResourcesSee more information on Fidelity Advisor Value A (FAVFX) Fund

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