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Fidelity Advisor Industrials A (FCLAX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Advisor Industrials A (FCLAX) Fund

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

 

Graph of Fidelity Advisor Industrials A Fund (FCLAX) ManagerFund Manager - Tobias W. Welo

Fund Manager Information

Fund Manager Tenure: 12.8 years
Similar Funds: FCLBX  FCLCX  FCLIX  FCLTX 
Fund Family: Fidelity Investments
Fund Category: Industrials
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.6)     (What does this score mean?)
Tobias W. Welo is manager of Advisor Industrials Fund, which he has managed since January 2007. Since joining Fidelity Investments in 2005, Mr. Welo has worked as an analyst. Prior to joining Fidelity, he worked as an analyst and assistant portfolio manager for BlackRock. From 1999 until 2002, Mr. Welo was an analyst for Boston Partners. Before joining BPAM, Welo spent five years with Coopers & Lybrand L.L.P.  Get more insights on Tobias W. Welo

 

Graph of Fidelity Advisor Industrials A Fund (FCLAX) ProfileFidelity Advisor Industrials A Fund (FCLAX) Profile

Fund Profile and Description

Fidelity Advisor Industrials A Fund seeks capital appreciation. Fidelity Advisor Industrials A Fund normally invests primarily in common stocks and invests at least 80% of assets in securities of companies principally engaged in the research, development, manufacture, distribution, supply, or sale of industrial products, services, or equipment. 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 Industrials A Fund is non-diversified.

 

Fidelity Advisor Industrials A (FCLAX) Fund Strength What we like about Fidelity Advisor Industrials A (FCLAX) Fund

Data for Fidelity Advisor Industrials A Fund (FCLAX) as of May 30, 2016

  • Fidelity Advisor Industrials A Fund (FCLAX) management has been with Fidelity Advisor Industrials A Fund for 12.8 years
  • Fidelity Advisor Industrials A Fund (FCLAX) has good short-term performance (1-year return 0.61% vs -0.01% Industrials category median performance)
  • Fidelity Advisor Industrials A Fund (FCLAX) has good Long-term performance (5-year return 9.59% vs 9.14% Industrials category median performance)
  • Fidelity Advisor Industrials A Fund (FCLAX) ratio of up-years vs down years is greater than 2
  • Asset base in Fidelity Advisor Industrials A Fund (FCLAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Fidelity Advisor Industrials A Fund (FCLAX) has an annual stock turnover rate of 7.00% vs Industrials average of 58.41%. It is good that Fidelity Advisor Industrials A management does not trade extensively for its return.
  • Fidelity Advisor Industrials A Fund (FCLAX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.61, lower than category average of 13.84
  • Fidelity Advisor Industrials A Fund (FCLAX) has a lower expense ratio than its Industrials average: 1.06% vs 1.14%

Fidelity Advisor Industrials A Fund (FCLAX) Weakness What we are cautious about Fidelity Advisor Industrials A (FCLAX) Fund

Data for Fidelity Advisor Industrials A Fund (FCLAX) as of May 30, 2016

  • Fidelity Advisor Industrials A Fund (FCLAX) has a less-than-ideal mid-term performance (3-year return 9.19% vs 9.38% Industrials category median performance)
  • Fidelity Advisor Industrials A Fund (FCLAX) has a Morningstar rating of 3 and below
  • Fidelity Advisor Industrials A Fund (FCLAX) is less safe compared to its Industrials peers
  • Fidelity Advisor Industrials A Fund (FCLAX) carries a 5.75% load
See Fidelity Advisor Industrials A Fund (FCLAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Fidelity Advisor Industrials A Fund (FCLAX)Compare with other top Industrials category mutual funds

Aadditional top Industrials mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Advisor Industrials A4.450.619.199.59

See top fund managers for Industrials Category Funds

 

Compare Fidelity Advisor Industrials A Fund (FCLAX)Compare with Industrials category ETFs

Some Industrials ETFs for your consideration

ETFYear to DateOne YearThree Year
Claymore/Delta Global Shipping (SEA)13.16%77.62%NaN
PowerShares Aerospace & Defense ETF (PPA)3.88%3.46%15.75%
iShares US Aerospace & Defense (ITA)5.20%2.94%16.79%
iShares US Industrials (IYJ)6.73%2.63%10.48%
Guggenheim S&P 500 Eq Wt Indls ETF (RGI)8.17%1.55%10.77%

 

Graph of Fidelity Advisor Industrials A Fund (FCLAX) Net Asset TrackingFidelity Advisor Industrials A (FCLAX) Fund Net Asset

Track net asset change of Fidelity Advisor Industrials A fund (FCLAX)

DateNet Asset
05/2016$616.08M
03/2016$615.66M
02/2016$577.60M
More historic net asset information on Fidelity Advisor Industrials A Fund (FCLAX)

  

Graph of Fidelity Advisor Industrials A Fund (FCLAX) Portfolio TrackingFidelity Advisor Industrials A (FCLAX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Industrials A fund (FCLAX)

DateCashStockBondOther
04/20161.89%98.11%0%0%
02/20160.93%99.07%0%0%
01/20161.88%98.12%0%0%
Click here to see more historic asset allocation information on Fidelity Advisor Industrials A Fund (FCLAX)

 

graph of Fidelity Advisor Industrials A Fund (FCLAX) Top 10 Position TrackingTop 10 Holdings in Fidelity Advisor Industrials A (FCLAX) Fund

Discover what Fidelity Advisor Industrials A Fund (FCLAX) manager is buying

Apr 29, 2016
General Electric Company Common [13.77%]
Danaher Corporation Common Stoc [6.99%]
Honeywell International Inc. Co [5.56%]
Southwest Airlines Company Comm [5.25%]
United Technologies Corporation [4.81%]
AECOM Common Stock [4.45%]
J.B. Hunt Transport Services, I [4.3%]
General Dynamics Corporation Co [3.79%]
Raytheon Company Common Stock [3.2%]
Northrop Grumman Corporation Co [3.1%]

Feb 28, 2016
General Electric Company Common [14.1%]
Danaher Corporation Common Stoc [6.97%]
Southwest Airlines Company Comm [5.18%]
Honeywell International Inc. Co [5%]
United Technologies Corporation [4.74%]
J.B. Hunt Transport Services, I [4.72%]
General Dynamics Corporation Co [4.32%]
AECOM Common Stock [3.81%]
Raytheon Company Common Stock [3.63%]
Northrop Grumman Corporation Co [2.81%]

Jan 30, 2016
General Electric Company Common [14.81%]
Danaher Corporation Common Stoc [6.93%]
J.B. Hunt Transport Services, I [5.39%]
Honeywell International Inc. Co [5.22%]
United Technologies Corporation [4.49%]
General Dynamics Corporation Co [4.33%]
Southwest Airlines Company Comm [4.17%]
Raytheon Company Common Stock [4.07%]
AECOM Common Stock [3.83%]
Northrop Grumman Corporation Co [2.77%]
Click here for Stock Holding Change Map in Fidelity Advisor Industrials A Fund (FCLAX)

  

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Fidelity Advisor Industrials A Fund (FCLAX) Related ResourcesSee more information on Fidelity Advisor Industrials A (FCLAX) Fund

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