Mutual Fund Insights: Fidelity Advisor Consumer Staples A Fund (FDAGX)

In-depth Analysis of Fidelity Advisor Consumer Staples A Fund (FDAGX)

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See Fidelity Advisor Consumer Staples A Fund (FDAGX) performance details as of January 31, 2010

  

Last Trade: $62.86 on 3/16/2010, Change: +0.36 (0.58%)

  

Fund Manager - Robert Lee

Fund Manager Tenure: 5.8 years   [Similar Funds: FDBGX  FDCGX  FDIGX  FDTGX ]
Fundmojo Fund Grade: A (Score: 0.74)     (What does this score mean?)

Lee is a portfolio manager with Fidelity Investments. He joined Fidelity Investments as a research analyst in 2001. Prior to that, he was a financial analyst for Adshel Inc. from 1998 to 2000.  Get more insights on Robert Lee

  

 What we like about Fidelity Advisor Consumer Staples A Fund (FDAGX)

Data for Fidelity Advisor Consumer Staples A Fund (FDAGX) as of January 31, 2010

• Fidelity Advisor Consumer Staples A Fund (FDAGX) management has been with Fidelity Advisor Consumer Staples A Fund for 5.8 years
• Fidelity Advisor Consumer Staples A Fund (FDAGX) has good mid-term performance (3-year return 2.85% vs -0.12% Consumer Staples category average)
• Fidelity Advisor Consumer Staples A Fund (FDAGX) has good Long-term performance (5-year return 7.08% vs 2.11% Consumer Staples category average)
• Fidelity Advisor Consumer Staples A Fund (FDAGX) has an annual stock turnover rate of 70.00% vs Consumer Staples average of 315.77%. It is good that Fidelity Advisor Consumer Staples A management does not trade extensively for its return.
• Fidelity Advisor Consumer Staples A Fund (FDAGX) is less volatile than its peers as it has a 3-year Standard Deviation of 15.74, lower than category average of 17.01
• Fidelity Advisor Consumer Staples A Fund (FDAGX) has a lower management fee than its Consumer Staples average: 1.19% vs 1.53%

  

 What we are cautious about Fidelity Advisor Consumer Staples A Fund (FDAGX)

Data for Fidelity Advisor Consumer Staples A Fund (FDAGX) as of January 31, 2010

• Fidelity Advisor Consumer Staples A Fund is a focused fund with 58.74% 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 Consumer Staples A Fund (FDAGX) has a less-than-ideal short-term performance (1-year return 28.34% vs 34.28% Consumer Staples category average)
• Fidelity Advisor Consumer Staples A Fund (FDAGX) ratio of up-years vs down years can be improved
• Fidelity Advisor Consumer Staples A Fund (FDAGX) has a Morningstar rating of 3 and below
• Fidelity Advisor Consumer Staples A Fund (FDAGX) carries a 5.75% load

See Fidelity Advisor Consumer Staples A Fund (FDAGX) performance details as of January 31, 2010

  

  

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Fidelity Advisor Consumer Staples A Fund (FDAGX) Net Asset

Track net asset change of Fidelity Advisor Consumer Staples A fund (FDAGX)

Date	Net Asset
01/2010	$165.27M
11/2009	$171.34M
10/2009	$168.46M

More historic net asset information on Fidelity Advisor Consumer Staples A Fund (FDAGX)

  

Fidelity Advisor Consumer Staples A Fund (FDAGX) Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Consumer Staples A fund (FDAGX)

Date	Cash	Stock	Bond	Other
10/2009	3.34%	96.66%	0%	0%
09/2009	2.04%	97.97%	0%	0%
08/2009	2.03%	97.97%	0%	0%

Click here to see more historic asset allocation information on Fidelity Advisor Consumer Staples A Fund (FDAGX)

  

Most Recent Top 10 Holdings in Fidelity Advisor Consumer Staples A Fund (FDAGX)

Discover what Fidelity Advisor Consumer Staples A Fund (FDAGX) manager is buying

31-Oct-09 PROCTER GAMBLE CO [12.59%] CVS CAREMARK CP [6.94%] PEPSICO INC [6.83%] COCA COLA CO THE [6.68%] WAL MART STORES [5.25%] BRITISH AMER TOB ADR [5.05%] WALGREEN CO [3.7%] NESTLE N ORD [3.61%] ALTRIA GROUP INC [3.38%] PHILIP MORRIS INTL [3.3%]

30-Sep-09 PROCTER GAMBLE CO [11.5%] PEPSICO INC [7.79%] CVS CAREMARK CP [7.34%] COCA COLA CO THE [6.72%] BRITISH AMER TOB ADR [5%] WAL MART STORES [4.83%] WALGREEN CO [3.6%] NESTLE N ORD [3.49%] ALTRIA GROUP INC [3.38%] PHILIP MORRIS INTL [3.31%]

31-Aug-09 PROCTER GAMBLE CO [11.5%] CVS CAREMARK CP [8.03%] PEPSICO INC [6.86%] COCA COLA CO THE [6.56%] WAL MART STORES [5%] BRITISH AMER TOB ADR [4.91%] NESTLE N ORD [3.73%] ALTRIA GROUP INC [3.5%] MOLSON COORS CO CL B [3.19%] KROGER CO [3.05%]

Click here for Stock Holding Change Map in Fidelity Advisor Consumer Staples A Fund (FDAGX)

  

Related books and products to Fidelity Advisor Consumer Staples A Fund (FDAGX)

  

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See more information on Fidelity Advisor Consumer Staples A Fund (FDAGX)

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