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Mutual Fund Insights: Fidelity Advisor Mid Cap Growth B Fund (FGCBX)
In-depth Analysis of Fidelity Advisor Mid Cap Growth B (FGCBX)
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Last Trade: $9.13 on 11/20/2009, Change: -0.03 (-0.33%)
Fund Manager - Steven Calhoun
Fund Manager Tenure: 0.8 years [Similar Funds: FGCAX FGCCX FGCOX FGCTX ]Fundmojo Fund Grade: N/A (Score: *manager is new*) (What does this score mean?)
Category Average: 16.23% , -5.36% , 1.68% | Category Average: 1.46% | Category Average: 130.04% |
What we like about Fidelity Advisor Mid Cap Growth B Fund (FGCBX)
Data for Fidelity Advisor Mid Cap Growth B Fund (FGCBX) as of October 31, 2009
- Fidelity Advisor Mid Cap Growth B Fund (FGCBX) has good short-term performance (1-year return 18.07% vs 16.23% Mid-Cap Growth category average)
What we are cautious about Fidelity Advisor Mid Cap Growth B Fund (FGCBX)
Data for Fidelity Advisor Mid Cap Growth B Fund (FGCBX) as of October 31, 2009
- Fidelity Advisor Mid Cap Growth B Fund (FGCBX) management has been with Fidelity Advisor Mid Cap Growth B Fund for only 0.8 years, it is hard to judge manager's ability based on this fund's operation record
- Fidelity Advisor Mid Cap Growth B Fund (FGCBX) has a less-than-ideal mid-term performance (3-year return -12.42% vs -5.36% Mid-Cap Growth category average)
- Fidelity Advisor Mid Cap Growth B Fund (FGCBX) has a less-than-ideal Long-term performance (5-year return -2.92% vs 1.68% Mid-Cap Growth category average)
- Fidelity Advisor Mid Cap Growth B Fund (FGCBX) has a Morningstar rating of 3 and below
- Fidelity Advisor Mid Cap Growth B Fund (FGCBX) has an annual stock turnover rate of 220.00% that is higher than the Mid-Cap Growth average of 130.04%. This could mean Fidelity Advisor Mid Cap Growth B is more nimble, but also signal potential high tax impact and high trading fees
- Fidelity Advisor Mid Cap Growth B Fund (FGCBX) does not have a good risk adjusted return as its 3-year Alpha of -2.86 is worse than category average of 3.31, and its 3-year Sharpe ratio is -0.48
- Fidelity Advisor Mid Cap Growth B Fund (FGCBX) is more volatile than its peers as it has a 3-year Standard Deviation of 25.28 that is higher than category average of 23.37
- Fidelity Advisor Mid Cap Growth B Fund (FGCBX) has a higher management fee of 1.70% than its Mid-Cap Growth average of 1.46%
- Fidelity Advisor Mid Cap Growth B Fund (FGCBX) carries a front-end load of % and 5.00% backend load
Interested in other top mutual funds in similar Mid-Cap Growth category?
Below are some additional Mid-Cap Growth mutual funds generated out of our database
- BB&T Special Opportunities Equity A (BOPAX) [ Compare BOPAX with FGCBX ]
- Brown Capital Mgmt Mid-Cap Instl (BCMSX) [ Compare BCMSX with FGCBX ]
- Hartford MidCap HLS IA (HIMCX) [ Compare HIMCX with FGCBX ]
- Browse other funds in Mid-Cap Growth Category
Fidelity Advisor Mid Cap Growth B Fund (FGCBX) Net Asset
Track net asset change of Fidelity Advisor Mid Cap Growth B fund (FGCBX)
| Date | Net Asset |
| 10/2009 | $980.00K |
| 09/2009 | $1.04M |
| 08/2009 | $930.00K |
Fidelity Advisor Mid Cap Growth B Fund (FGCBX) Portfolio Allocation
Track portfolio allocation change of Fidelity Advisor Mid Cap Growth B fund (FGCBX)
| Date | Cash | Stock | Bond | Other |
| 09/2009 | 0.73% | 99.27% | 0% | 0% |
| 08/2009 | 0.77% | 99.23% | 0% | 0% |
| 07/2009 | 0.51% | 99.49% | 0% | 0% |
Most Recent Top 10 Holdings in Fidelity Advisor Mid Cap Growth B Fund (FGCBX)
Discover what Fidelity Advisor Mid Cap Growth B Fund (FGCBX) manager is buying
PRECISION CASTPARTS [3.06%] JUNIPER NETWORKS [2.94%] MOSAIC COMPANY (THE) [2.71%] GREENHILL & CO [2.13%] STARWOOD HOTELS&RES [2.02%] WESTERN DIGITAL CP [2.02%] AGILENT TECH INC [1.97%] HECKMANN CORPORATION [1.92%] Starbucks Corporation [1.92%] | MOSAIC COMPANY (THE) [2.95%] PRECISION CASTPARTS [2.67%] MSCI INC [2.33%] GREENHILL & CO [2.19%] ASML Holding N.V. [2.09%] BUNGE LTD [2.04%] T J X COS INC [1.99%] RALCORP HOLDINGS INC [1.99%] Juniper Networks, Inc. [1.98%] | MOSAIC COMPANY (THE) [3%] Juniper Networks, Inc. [2.46%] Starbucks Corporation [2.21%] MSCI INC [2.11%] INTREPID POTASH INC [2.05%] STARWOOD HOTELS&RES [2.03%] PRECISION CASTPARTS [2.01%] ST. JUDE MEDICAL [1.97%] GREENHILL & CO [1.96%] |
Related books and products to Fidelity Advisor Mid Cap Growth B Fund (FGCBX)
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- Fund Mojo Score is 0.75 (A+) and above
- Fund Manager has been with the fund for more than 5 years
- Key performances (1-year, 3-year and 5-year performance) beat its category peers
- 5-year return is positive
- Initial investment requirement is less or equal to $10,000
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| Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data. |
