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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
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Last Trade: $ on , Change: (0%)
Fund Manager - Derek Janssen
Fund Manager Information
Fund Manager Tenure: 5.3 yearsSimilar 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?)
Fidelity 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.
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 5.3 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
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
What do you think?
Compare with other top Small Value category mutual funds
Aadditional top Small Value mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
Fidelity Advisor Small Cap Value I | 6.93 | 3.64 | 9.30 | 11.06 | |
CornerCap Small Cap Value (CSCVX) | 4.88 | 1.57 | 11.11 | 9.49 | Compare |
Dean Small Cap Value (DASCX) | 9.15 | 2.09 | 8.23 | 9.21 | Compare |
Wells Fargo Advantage Spec SmCp Val A (ESPAX) | 8.73 | 1.93 | 10.67 | 10.24 | Compare |
See top fund managers for Small Value Category Funds
Compare with Small Value category ETFs
Some Small Value ETFs for your consideration
ETF | Year to Date | One Year | Three 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) | 0 | 0 | 0 | iShares Morningstar Small-Cap Value (JKL) | 0 | 0 | 0 | PowerShares Zacks Micro Cap ETF (PZI) | 0 | 0 | 0 |
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Fidelity Advisor Small Cap Value I (FCVIX) Fund Net Asset
Track net asset change of Fidelity Advisor Small Cap Value I fund (FCVIX)
Date | Net Asset |
05/2016 | $3.17B |
03/2016 | $3.04B |
02/2016 | $2.72B |
Fidelity Advisor Small Cap Value I (FCVIX) Fund Portfolio Allocation
Track portfolio allocation change of Fidelity Advisor Small Cap Value I fund (FCVIX)
Date | Cash | Stock | Bond | Other |
01/2016 | 0.29% | 97.66% | 0% | 2.05% |
10/2015 | 0.62% | 97.16% | 0% | 2.22% |
07/2015 | 0.64% | 97.66% | 0% | 1.7% |
Top 10 Holdings in Fidelity Advisor Small Cap Value I (FCVIX) Fund
Discover what Fidelity Advisor Small Cap Value I Fund (FCVIX) manager is buying
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
See what is happening with Fidelity Advisor Small Cap Value I Fund (FCVIX)
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See more information on Fidelity Advisor Small Cap Value I (FCVIX) Fund
Popular pages on Fidelity Advisor Small Cap Value I (FCVIX) Fund
- Fidelity Advisor Small Cap Value I (FCVIX) Fund Research and Recommendation
- Fidelity Advisor Small Cap Value I (FCVIX) Fund Performance Data
- Fidelity Advisor Small Cap Value I (FCVIX) Fund Manager Information
- Historic Fidelity Advisor Small Cap Value I (FCVIX) Fund Asset Allocation Report
- Historic Fidelity Advisor Small Cap Value I (FCVIX) Fund Top 10 Holding Tracking
- Historic Fidelity Advisor Small Cap Value I (FCVIX) Fund Asset Under Management Tracking