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

Mutual Fund Insights: Fidelity Advisor Financial Services I Fund (FFSIX)

In-depth Analysis of Fidelity Advisor Financial Services I Fund (FFSIX)

Mutual fund chart: Fidelity Advisor Financial Services I Fund (FFSIX)

3 months
6 months
1 year
3 year
5 year

See Fidelity Advisor Financial Services I Fund (FFSIX) performance details as of February 28, 2010

  

    Last Trade: $11.59 on 3/19/2010, Change: -0.14 (-1.19%)

  

Fund ManagerFund Manager - Benjamin Hesse

Fund Manager Tenure: 1.5 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Benjamin Hesse is a portfolio manager with Fidelity Investments. Benjamin Hesse has been with the company since 2005 as a research analyst.Prior to joining the company, Benjamin Hesse was a research analyst intern at Credit Suisse Asset Management in New York.  Get more insights on Benjamin Hesse

  

What we like about Fidelity Advisor Financial Services I Fund (FFSIX) What we like about Fidelity Advisor Financial Services I Fund (FFSIX)

Data for Fidelity Advisor Financial Services I Fund (FFSIX) as of February 28, 2010

  • Fidelity Advisor Financial Services I Fund (FFSIX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Fidelity Advisor Financial Services I Fund (FFSIX) has good short-term performance (1-year return 81.81% vs 75.16 % Financial category average)
  • Fidelity Advisor Financial Services I Fund (FFSIX) has good mid-term performance (3-year return -18.57% vs -15.02 % Financial category average)
  • Fidelity Advisor Financial Services I Fund (FFSIX) has good Long-term performance (5-year return -7.35% vs -5.58 % Financial category average)
  • Fidelity Advisor Financial Services I Fund (FFSIX) ratio of up-years vs down years is greater than 2
  • Fidelity Advisor Financial Services I Fund (FFSIX) has a lower management fee than its Financial average: 1.03% vs 1.72%
  • Fidelity Advisor Financial Services I Fund (FFSIX) 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 Financial Services I Fund (FFSIX) What we are cautious about Fidelity Advisor Financial Services I Fund (FFSIX)

Data for Fidelity Advisor Financial Services I Fund (FFSIX) as of February 28, 2010

  • Fidelity Advisor Financial Services I Fund (FFSIX) management has been with Fidelity Advisor Financial Services I Fund for only 1.5 years, it is hard to judge manager's ability based on this fund's operation record
  • Fidelity Advisor Financial Services I Fund is a focused fund with 42.98% 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 Financial Services I Fund (FFSIX) has a Morningstar rating of 3 and below
  • Fidelity Advisor Financial Services I Fund (FFSIX) has an annual stock turnover rate of 269.00% that is higher than the Financial average of 202.29%. This could mean Fidelity Advisor Financial Services I is more nimble, but also signal potential high tax impact and high trading fees
  • Fidelity Advisor Financial Services I Fund (FFSIX) does not have a good risk adjusted return as its 3-year Alpha of -9.99 is worse than category average of -7.19, and its 3-year Sharpe ratio is -0.57
  • Fidelity Advisor Financial Services I Fund (FFSIX) is more volatile than its peers as it has a 3-year Standard Deviation of 30.53 that is higher than category average of 28.76
See Fidelity Advisor Financial Services I Fund (FFSIX) performance details as of February 28, 2010

  

  

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Fidelity Advisor Financial Services I Fund (FFSIX) Net Asset

Track net asset change of Fidelity Advisor Financial Services I fund (FFSIX)

DateNet Asset
02/2010$156.61M
01/2010$4.88M
11/2009$4.44M
More historic net asset information on Fidelity Advisor Financial Services I Fund (FFSIX)

  

Fidelity Advisor Financial Services I Fund (FFSIX) Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Financial Services I fund (FFSIX)

DateCashStockBondOther
01/20102.12%97.89%0%0%
10/20092.82%97.18%0%0%
09/20091.52%98.48%0%0%
Click here to see more historic asset allocation information on Fidelity Advisor Financial Services I Fund (FFSIX)

  

Most Recent Top 10 Holdings in Fidelity Advisor Financial Services I Fund (FFSIX)

Discover what Fidelity Advisor Financial Services I Fund (FFSIX) manager is buying

31-Jan-10
Zions Bancorporation [5.05%]
Citigroup, Inc. Common Stock [5.05%]
Bank of America Corporation Com [4.96%]
JP Morgan Chase & Co. Common St [4.8%]
McGraw-Hill Companies, Inc. (Th [4.58%]
Morgan Stanley Common Stock [4.35%]
Wells Fargo & Company Common St [3.88%]
Comerica Incorporated Common St [3.85%]
KeyCorp Common Stock [3.27%]

31-Oct-09
CME Group Inc. [5.59%]
The Charles Schwab Corporation [5.48%]
MORGAN STANLEY [5.47%]
MCGRAW HILL COS THE [4.76%]
GOLDMAN SACHS GRP [4.6%]
JP MORGAN CHASE CO [4%]
Euronet Worldwide, Inc. [3.56%]
BARCLAYS PLC ADR [3.45%]
BK OF AMERICA CP [3.22%]
Washington Federal, Inc. [2.5%]

30-Sep-09
The Charles Schwab Corporation [5.81%]
CME Group Inc. [5.22%]
MORGAN STANLEY [4.98%]
MCGRAW HILL COS THE [4.38%]
BANK OF NY MELLON CP [4.28%]
VISA INC. [3.64%]
JP MORGAN CHASE CO [3.6%]
Euronet Worldwide, Inc. [3.42%]
GENWORTH FINANCIAL [3.1%]
BK OF AMERICA CP [2.79%]
Click here for Stock Holding Change Map in Fidelity Advisor Financial Services I Fund (FFSIX)

  

Related books and products to Fidelity Advisor Financial Services I Fund (FFSIX)

  

Latest News on Fidelity Advisor Financial Services I (FFSIX)

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