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Fidelity Advisor Small Cap Value I (FCVIX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Advisor Small Cap Value I (FCVIX) Fund

    Last Trade: $19.70 on 10/18/2017, Change: +0.08 (0.41%)

 

Graph of Fidelity Advisor Small Cap Value I Fund (FCVIX) ManagerFund Manager - Derek Janssen

Fund Manager Information

Fund Manager Tenure: 4.8 years
Similar Funds: FCVAX  FCVBX  FCVCX  FCVTX 
Fund Family: Fidelity Investments
Fund Category: Small Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.82)     (What does this score mean?)

 

Graph of Fidelity Advisor Small Cap Value I Fund (FCVIX) ProfileFidelity Advisor Small Cap Value I Fund (FCVIX) Profile

Fund Profile and Description

Fidelity Advisor Small Cap Value I Fund seeks capital appreciation. Fidelity Advisor Small Cap Value I Fund invests assets primarily in common stocks. It normally invests at least 80% of assets in securities of companies with small market capitalizations which is similar to the market capitalization of companies in the Russell 2000 Index or the S&P SmallCap 600 Index. Fidelity Advisor Small Cap Value I Fund invests in securities of companies that it believes are undervalued in the marketplace and invests assets in securities of foreign issuers in addition to securities of domestic issuers. It may also use various techniques such as buying and selling futures contracts.

 

Fidelity Advisor Small Cap Value I (FCVIX) Fund Strength What we like about Fidelity Advisor Small Cap Value I (FCVIX) Fund

Data for Fidelity Advisor Small Cap Value I Fund (FCVIX) as of May 30, 2016

  • Fidelity Advisor Small Cap Value I Fund (FCVIX) management has been with Fidelity Advisor Small Cap Value I Fund for 4.8 years
  • Fidelity Advisor Small Cap Value I Fund (FCVIX) has good short-term performance (1-year return 3.64% vs -3.44% Small Value category median performance)
  • Fidelity Advisor Small Cap Value I Fund (FCVIX) has good mid-term performance (3-year return 9.30% vs 6.26% Small Value category median performance)
  • Fidelity Advisor Small Cap Value I Fund (FCVIX) has good Long-term performance (5-year return 11.06% vs 7.71% Small Value category median performance)
  • Fidelity Advisor Small Cap Value I Fund (FCVIX) ratio of up-years vs down years is greater than 2
  • Fidelity Advisor Small Cap Value I Fund (FCVIX) has a Morningstar rating of 4 and above
  • Asset base in Fidelity Advisor Small Cap Value I Fund (FCVIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Fidelity Advisor Small Cap Value I Fund (FCVIX) has an annual stock turnover rate of 34.00% vs Small Value average of 58.14%. It is good that Fidelity Advisor Small Cap Value I management does not trade extensively for its return.
  • Fidelity Advisor Small Cap Value I Fund (FCVIX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.88, lower than category average of 14.31
  • Fidelity Advisor Small Cap Value I Fund (FCVIX) has a lower expense ratio than its Small Value average: 1.12% vs 1.33%
  • Fidelity Advisor Small Cap Value I Fund (FCVIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Fidelity Advisor Small Cap Value I Fund (FCVIX) Weakness What we are cautious about Fidelity Advisor Small Cap Value I (FCVIX) Fund

Data for Fidelity Advisor Small Cap Value I Fund (FCVIX) as of May 30, 2016

See Fidelity Advisor Small Cap Value I Fund (FCVIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Fidelity Advisor Small Cap Value I Fund (FCVIX)Compare with other top Small Value category mutual funds

Aadditional top Small Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Advisor Small Cap Value I6.933.649.3011.06
CornerCap Small Cap Value (CSCVX)4.881.5711.119.49Compare
Dean Small Cap Value (DASCX)9.152.098.239.21Compare
Wells Fargo Advantage Spec SmCp Val A (ESPAX)8.731.9310.6710.24Compare

See top fund managers for Small Value Category Funds

 

Compare Fidelity Advisor Small Cap Value I Fund (FCVIX)Compare with Small Value category ETFs

Some Small Value ETFs for your consideration

ETFYear to DateOne YearThree Year
WisdomTree SmallCap Dividend ETF (DES)8.71%2.35%9.27%
SPDR S&P 600 Small Cap Value ETF (SLYV)8.03%0.48%9.10%
First Trust Small Cap Val AlphaDEX ETF (FYT)000
iShares Morningstar Small-Cap Value (JKL)000
PowerShares Zacks Micro Cap ETF (PZI)000

 

Graph of Fidelity Advisor Small Cap Value I Fund (FCVIX) Net Asset TrackingFidelity Advisor Small Cap Value I (FCVIX) Fund Net Asset

Track net asset change of Fidelity Advisor Small Cap Value I fund (FCVIX)

DateNet Asset
05/2016$3.17B
03/2016$3.04B
02/2016$2.72B
More historic net asset information on Fidelity Advisor Small Cap Value I Fund (FCVIX)

  

Graph of Fidelity Advisor Small Cap Value I Fund (FCVIX) Portfolio TrackingFidelity Advisor Small Cap Value I (FCVIX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Small Cap Value I fund (FCVIX)

DateCashStockBondOther
01/20160.29%97.66%0%2.05%
10/20150.62%97.16%0%2.22%
07/20150.64%97.66%0%1.7%
Click here to see more historic asset allocation information on Fidelity Advisor Small Cap Value I Fund (FCVIX)

 

graph of Fidelity Advisor Small Cap Value I Fund (FCVIX) Top 10 Position TrackingTop 10 Holdings in Fidelity Advisor Small Cap Value I (FCVIX) Fund

Discover what Fidelity Advisor Small Cap Value I Fund (FCVIX) manager is buying

Jan 30, 2016
STORE Capital Corporation Commo [3.5%]
First Citizens BancShares, Inc. [2.97%]
ProAssurance Corporation Common [2.77%]
Silgan Holdings Inc. [2.73%]
Universal Corporation Common St [2.69%]
CVB Financial Corporation [2.59%]
Aspen Insurance Holdings Limite [2.58%]
First Niagara Financial Group I [2.58%]
World Fuel Services Corporation [2.56%]
Genesee & Wyoming Inc. Class A [2.41%]

Oct 30, 2015
STORE Capital Corporation Commo [3%]
First Citizens BancShares, Inc. [2.91%]
World Fuel Services Corporation [2.77%]
ProAssurance Corporation Common [2.75%]
Aspen Insurance Holdings Limite [2.75%]
CVB Financial Corporation [2.7%]
Rouse Properties, Inc. Common S [2.7%]
Civitas Solutions, Inc. Common [2.67%]
Tech Data Corporation [2.66%]
First Niagara Financial Group I [2.56%]

Jul 30, 2015
Aspen Insurance Holdings Limite [2.74%]
Rouse Properties, Inc. Common S [2.73%]
Tech Data Corporation [2.68%]
Federated Investors, Inc. Commo [2.65%]
STORE Capital Corporation Commo [2.62%]
Silgan Holdings Inc. [2.57%]
CVB Financial Corporation [2.53%]
Universal Corporation Common St [2.46%]
DineEquity, Inc Common Stock [2.45%]
Click here for Stock Holding Change Map in Fidelity Advisor Small Cap Value I Fund (FCVIX)

  

Latest News on Fidelity Advisor Small Cap Value I (FCVIX) Fund

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Fidelity Advisor Small Cap Value I Fund (FCVIX) Related ResourcesSee more information on Fidelity Advisor Small Cap Value I (FCVIX) Fund

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