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Fund Intelligence | Best Managers | FCVIX Insights | FCVIX Score | FCVIX Performance | FCVIX Manager | FCVIX News | FCVIX Allocation | FCVIX Holdings Change

Mutual Fund Insights: Fidelity Advisor Small Cap Value I Fund (FCVIX)

In-depth Analysis of Fidelity Advisor Small Cap Value I Fund (FCVIX)

Mutual fund chart: Fidelity Advisor Small Cap Value I Fund (FCVIX)

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See Fidelity Advisor Small Cap Value I Fund (FCVIX) performance details as of February 28, 2010

  

    Last Trade: $13.73 on 3/19/2010, Change: -0.07 (-0.51%)
Experiment our closing price forecasting tool for Fidelity Advisor Small Cap Value I Fund (FCVIX) (alpha release)

  

Fund ManagerFund Manager - Charles L. Myers

Fund Manager Tenure: 1.8 years   [Similar Funds: FCVAX  FCVBX  FCVCX  FCVTX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Charles L. Myers has served as an equity research analyst with Fidelity’s small-cap equity research team since 2003. Charles L. Myers joined Fidelity’s equity research department in 1999 and, from 2001 to 2003, Charles L. Myers followed European telecommunications operators for Fidelity International Limited in London.  Get more insights on Charles L. Myers

  

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

Data for Fidelity Advisor Small Cap Value I Fund (FCVIX) as of February 28, 2010

  • Fidelity Advisor Small Cap Value I Fund (FCVIX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Fidelity Advisor Small Cap Value I Fund (FCVIX) has good short-term performance (1-year return 78.40% vs 72.24 % Small Value category average)
  • Fidelity Advisor Small Cap Value I Fund (FCVIX) has good Long-term performance (5-year return 4.97% vs 1.04 % Small Value category average)
  • 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
  • Fidelity Advisor Small Cap Value I Fund (FCVIX) has an annual stock turnover rate of 51.00% vs Small Value average of 84.10%. 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) has a lower management fee than its Small Value average: 1.15% vs 1.50%
  • 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

  

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

Data for Fidelity Advisor Small Cap Value I Fund (FCVIX) as of February 28, 2010

  • Fidelity Advisor Small Cap Value I Fund (FCVIX) management has been with Fidelity Advisor Small Cap Value I Fund for only 1.8 years, it is hard to judge manager's ability based on this fund's operation record
  • Fidelity Advisor Small Cap Value I Fund (FCVIX) has a less-than-ideal mid-term performance (3-year return -1.40% vs -5.98 % Small Value category average)
  • Fidelity Advisor Small Cap Value I Fund (FCVIX) is more volatile than its peers as it has a 3-year Standard Deviation of 26.71 that is higher than category average of 25.56
See Fidelity Advisor Small Cap Value I Fund (FCVIX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Small Value category?

Below are some additional Small Value mutual funds generated out of our database

  

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

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

DateNet Asset
02/2010$1.85B
01/2010$34.45M
11/2009$27.90M
More historic net asset information on Fidelity Advisor Small Cap Value I Fund (FCVIX)

  

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

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

DateCashStockBondOther
10/20090.4%97.69%0%1.91%
07/20091.34%96.63%0%2.03%
04/20091.5%97.32%1.66%0%
Click here to see more historic asset allocation information on Fidelity Advisor Small Cap Value I Fund (FCVIX)

  

Most Recent Top 10 Holdings in Fidelity Advisor Small Cap Value I Fund (FCVIX)

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

31-Oct-09
HNI CORP INC [3.44%]
ALEXANDRIA RL EST EQ [3.23%]
WESCO INTL INC [3.12%]
CARPENTER TECH [2.98%]
Max Capital Group Ltd. [2.75%]
United Stationers Inc. [2.74%]
Washington Federal, Inc. [2.7%]
RTI INTL METALS INC [2.66%]
ASTORIA FINL CORP [2.61%]
SUPERIOR ENERGY SV [2.56%]

31-Jul-09
CARPENTER TECH [3%]
HNI CORP INC [2.99%]
United Stationers Inc. [2.93%]
WESCO INTL INC [2.82%]
ASTORIA FINL CORP [2.77%]
ALEXANDRIA RL EST EQ [2.59%]
PENSKE AUTOMOTIVE [2.43%]
AFFILIATED MGRS GRP [2.32%]
DealerTrack Holdings, Inc. [2.2%]
ENCORE ACQUISITION [2.13%]

30-Apr-09
CARPENTER TECH [3.1%]
HNI CORP INC [2.81%]
AFFILIATED MGRS GRP [2.8%]
ASTORIA FINL CORP [2.74%]
United Stationers Inc. [2.7%]
PENSKE AUTOMOTIVE [2.55%]
MERITAGE HOMES CORP [2.42%]
DealerTrack Holdings, Inc. [2.28%]
WESCO INTL INC [2.17%]
ASPEN INSURANCE HLDG [2.14%]
Click here for Stock Holding Change Map in Fidelity Advisor Small Cap Value I Fund (FCVIX)

  

Related books and products to Fidelity Advisor Small Cap Value I Fund (FCVIX)

  

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

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