Financial Advisor Sponsor:Christine F. Heim, Managing Director |
Bookmark this site!
(Enter Stock Symbol)
Partner Sites
AnnuitiesWall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information
Fund Intelligence | Best Managers | FCVIX Insights | FCVIX Score | FCVIX Performance | FCVIX Manager | FCVIX News | FCVIX Allocation | FCVIX Holdings Change
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)
6 months 1 year 3 year 5 year |
-
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 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)
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)
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
Interested in other top mutual funds in similar Small Value category?
Below are some additional Small Value mutual funds generated out of our database
- Artisan Small Cap Value Investor (ARTVX) [ Compare with Fidelity Advisor Small Cap Value I Fund (FCVIX) ]
- Rydex/SGI Mid Cap Value A (SEVAX) [ Compare with Fidelity Advisor Small Cap Value I Fund (FCVIX) ]
- Pinnacle Value (PVFIX) [ Compare with Fidelity Advisor Small Cap Value I Fund (FCVIX) ]
- See top fund managers for Small Value Category Funds
- Browse other funds in Small Value Category
Fidelity Advisor Small Cap Value I Fund (FCVIX) Net Asset
Track net asset change of Fidelity Advisor Small Cap Value I fund (FCVIX)
| Date | Net Asset |
| 02/2010 | $1.85B |
| 01/2010 | $34.45M |
| 11/2009 | $27.90M |
Fidelity Advisor Small Cap Value I Fund (FCVIX) Portfolio Allocation
Track portfolio allocation change of Fidelity Advisor Small Cap Value I fund (FCVIX)
| Date | Cash | Stock | Bond | Other |
| 10/2009 | 0.4% | 97.69% | 0% | 1.91% |
| 07/2009 | 1.34% | 96.63% | 0% | 2.03% |
| 04/2009 | 1.5% | 97.32% | 1.66% | 0% |
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
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%] | 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%] | 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%] |
Related books and products to Fidelity Advisor Small Cap Value I Fund (FCVIX)
Latest News on Fidelity Advisor Small Cap Value I (FCVIX)
See what is happening with Fidelity Advisor Small Cap Value I Fund (FCVIX)
Books and Resources
 
 
See more information on Fidelity Advisor Small Cap Value I Fund (FCVIX)
- Fidelity Advisor Small Cap Value I Fund Insights
- Fidelity Advisor Small Cap Value I Fund Performance Data
- Fidelity Advisor Small Cap Value I Fund News
- Fidelity Advisor Small Cap Value I Fund Score Explaination
- Fidelity Advisor Small Cap Value I Fund Manager Information
- Historic Fidelity Advisor Small Cap Value I Fund Asset Allocation Report
- Historic Fidelity Advisor Small Cap Value I Fund Top 10 Holding Tracking
- Historic Fidelity Advisor Small Cap Value I Fund Asset Under Management Tracking


