Mutual Fund Insights: Fidelity Advisor Industrials T Fund (FCLTX)

In-depth Analysis of Fidelity Advisor Industrials T Fund (FCLTX)

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See Fidelity Advisor Industrials T Fund (FCLTX) performance details as of January 31, 2010

  

Last Trade: $21.20 on 3/16/2010, Change: +0.20 (0.95%)

  

Fund Manager - Tobias W. Welo

Fund Manager Tenure: 3.2 years   [Similar Funds: FCLAX  FCLBX  FCLCX  FCLIX ]
Fundmojo Fund Grade: A+ (Score: 0.82)     (What does this score mean?)

Welo is a portfolio manager and analyst with Fidelity Investments, his employer since 2005. From 2002 to 2005, he worked as an analyst and assistant portfolio manager for BlackRock. From 1999 until 2002, Welo was an analyst for Boston Partners Asset Management, L.P. Previously, from 1997 to 1999, he attended Wharton Business School. From 1994 to 1997, Welo was employed at Coopers & Lybrand L.L.P.  Get more insights on Tobias W. Welo

  

 What we like about Fidelity Advisor Industrials T Fund (FCLTX)

Data for Fidelity Advisor Industrials T Fund (FCLTX) as of January 31, 2010

• Fidelity Advisor Industrials T Fund (FCLTX) management has been with Fidelity Advisor Industrials T Fund for 3.2 years
• Fidelity Advisor Industrials T Fund (FCLTX) has good short-term performance (1-year return 48.84% vs 40.23% Industrials category average)
• Fidelity Advisor Industrials T Fund (FCLTX) has good mid-term performance (3-year return -2.78% vs -7.57% Industrials category average)
• Fidelity Advisor Industrials T Fund (FCLTX) has good Long-term performance (5-year return 4.06% vs 1.03% Industrials category average)
• Fidelity Advisor Industrials T Fund (FCLTX) ratio of up-years vs down years is greater than 2
• Fidelity Advisor Industrials T Fund (FCLTX) has a Morningstar rating of 4 and above
• Fidelity Advisor Industrials T Fund (FCLTX) has an annual stock turnover rate of 135.00% vs Industrials average of 326.01%. It is good that Fidelity Advisor Industrials T management does not trade extensively for its return.
• Fidelity Advisor Industrials T Fund (FCLTX) is less volatile than its peers as it has a 3-year Standard Deviation of 28.3, lower than category average of 28.65

  

 What we are cautious about Fidelity Advisor Industrials T Fund (FCLTX)

Data for Fidelity Advisor Industrials T Fund (FCLTX) as of January 31, 2010

• Fidelity Advisor Industrials T Fund is a focused fund with 36.64% 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 Industrials T Fund (FCLTX) has a higher management fee of 1.48% than its Industrials average of 1.43%
• Fidelity Advisor Industrials T Fund (FCLTX) carries a 3.5% load

See Fidelity Advisor Industrials T Fund (FCLTX) performance details as of January 31, 2010

  

  

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Fidelity Advisor Industrials T Fund (FCLTX) Net Asset

Track net asset change of Fidelity Advisor Industrials T fund (FCLTX)

Date	Net Asset
01/2010	$56.17M
11/2009	$56.16M
10/2009	$51.47M

More historic net asset information on Fidelity Advisor Industrials T Fund (FCLTX)

  

Fidelity Advisor Industrials T Fund (FCLTX) Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Industrials T fund (FCLTX)

Date	Cash	Stock	Bond	Other
10/2009	0.42%	99.58%	0%	0%
09/2009	1.98%	98.02%	0%	0%
08/2009	1.69%	98.31%	0%	0%

Click here to see more historic asset allocation information on Fidelity Advisor Industrials T Fund (FCLTX)

  

Most Recent Top 10 Holdings in Fidelity Advisor Industrials T Fund (FCLTX)

Discover what Fidelity Advisor Industrials T Fund (FCLTX) manager is buying

31-Oct-09 UNITED TECH [6.73%] UNION PACIFIC [4.68%] 3M COMPANY [4.51%] HONEYWELL INTL INC [3.93%] INGERSOLL RAND LTD A [3.43%] GEN ELECTRIC CO [2.98%] DANAHER CP [2.87%] CUMMINS INC [2.66%] UNITED PARCEL SVC [2.57%] MASCO CP [2.51%]

30-Sep-09 UNITED TECH [6.45%] UNION PACIFIC [4.49%] 3M COMPANY [4.33%] HONEYWELL INTL INC [3.94%] GEN ELECTRIC CO [3.48%] INGERSOLL RAND LTD A [3.22%] DANAHER CP [2.98%] CUMMINS INC [2.86%] PRECISION CASTPARTS [2.64%] MASCO CP [2.37%]

31-Aug-09 UNITED TECH [6.31%] UNION PACIFIC [4.96%] 3M COMPANY [4.54%] HONEYWELL INTL INC [4.43%] GEN ELECTRIC CO [3.57%] INGERSOLL RAND LTD A [3.32%] CUMMINS INC [3.02%] DANAHER CP [2.81%] LOCKHEED MARTIN CP [2.73%] MASCO CP [2.61%]

Click here for Stock Holding Change Map in Fidelity Advisor Industrials T Fund (FCLTX)

  

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See more information on Fidelity Advisor Industrials T Fund (FCLTX)

• Fidelity Advisor Industrials T Fund Insights
• Fidelity Advisor Industrials T Fund Performance Data
• Fidelity Advisor Industrials T Fund News
• Fidelity Advisor Industrials T Fund Score Explaination
• Fidelity Advisor Industrials T Fund Manager Information
• Historic Fidelity Advisor Industrials T Fund Asset Allocation Report
• Historic Fidelity Advisor Industrials T Fund Top 10 Holding Tracking
• Historic Fidelity Advisor Industrials T Fund Asset Under Management Tracking