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Mutual Fund Insights: Fidelity Advisor 130/30 Large Cap I Fund (FITOX)

In-depth Analysis of Fidelity Advisor 130/30 Large Cap I Fund (FITOX)

Mutual fund chart: Fidelity Advisor 130/30 Large Cap I Fund (FITOX)

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See Fidelity Advisor 130/30 Large Cap I Fund (FITOX) performance details as of January 31, 2010

  

    Last Trade: $6.85 on 3/16/2010, Change: +0.07 (1.03%)
Experiment our closing price forecasting tool for Fidelity Advisor 130/30 Large Cap I Fund (FITOX) (alpha release)

  

Fund ManagerFund Manager - Keith Quinton

Fund Manager Tenure: 2.0 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Quinton joined Fidelity Investments as a portfolio manager in May 2001. Previously, he was a quantitative analyst for MFS Investment Management. From 1997 to 2000, Mr. Quinton was a vice president and senior quantitative analyst for Santander Global Advisors.  Get more insights on Keith Quinton

  

What we like about Fidelity Advisor 130/30 Large Cap I Fund (FITOX) What we like about Fidelity Advisor 130/30 Large Cap I Fund (FITOX)

Data for Fidelity Advisor 130/30 Large Cap I Fund (FITOX) as of January 31, 2010

  • Fidelity Advisor 130/30 Large Cap I Fund (FITOX) ratio of up-years vs down years is greater than 2
  • Fidelity Advisor 130/30 Large Cap I Fund (FITOX) 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 130/30 Large Cap I Fund (FITOX) What we are cautious about Fidelity Advisor 130/30 Large Cap I Fund (FITOX)

Data for Fidelity Advisor 130/30 Large Cap I Fund (FITOX) as of January 31, 2010

  • Fidelity Advisor 130/30 Large Cap I Fund (FITOX) management has been with Fidelity Advisor 130/30 Large Cap I Fund for only 2.0 years, it is hard to judge manager's ability based on this fund's operation record
  • Fidelity Advisor 130/30 Large Cap I Fund is a focused fund with 33.94% 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 130/30 Large Cap I Fund (FITOX) has a less-than-ideal short-term performance (1-year return 4.21% vs 34.15% Large Blend category average)
  • Fidelity Advisor 130/30 Large Cap I Fund (FITOX) has an annual stock turnover rate of 329.00% that is higher than the Large Blend average of 80.36%. This could mean Fidelity Advisor 130/30 Large Cap I is more nimble, but also signal potential high tax impact and high trading fees
  • Fidelity Advisor 130/30 Large Cap I Fund (FITOX) has a higher management fee of 1.15% than its Large Blend average of 1.10%
See Fidelity Advisor 130/30 Large Cap I Fund (FITOX) performance details as of January 31, 2010

  

  

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Fidelity Advisor 130/30 Large Cap I Fund (FITOX) Net Asset

Track net asset change of Fidelity Advisor 130/30 Large Cap I fund (FITOX)

DateNet Asset
01/2010$4.38M
11/2009$4.06M
10/2009$3.62M
More historic net asset information on Fidelity Advisor 130/30 Large Cap I Fund (FITOX)

  

Fidelity Advisor 130/30 Large Cap I Fund (FITOX) Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor 130/30 Large Cap I fund (FITOX)

DateCashStockBondOther
11/20090%100%0%0%
08/20090.41%99.58%0%0%
05/20090.22%99.78%0%0%
Click here to see more historic asset allocation information on Fidelity Advisor 130/30 Large Cap I Fund (FITOX)

  

Most Recent Top 10 Holdings in Fidelity Advisor 130/30 Large Cap I Fund (FITOX)

Discover what Fidelity Advisor 130/30 Large Cap I Fund (FITOX) manager is buying

30-Nov-09
BK OF AMERICA CP [4.41%]
HEWLETT PACKARD CO [4.23%]
CHEVRON CORP [3.95%]
AMER EXPRESS INC [3.85%]
MARATHON OIL CORP [3.16%]
JP MORGAN CHASE CO [3.13%]
NOBLE CORP (NEW) [2.89%]
Anheuser-Busch InBev SA [2.82%]
TYCO INTL LTD SWZ [2.82%]
HUMANA INC [2.68%]

31-Aug-09
CHEVRON CORP [4.31%]
HEWLETT PACKARD CO [3.26%]
THE TRAVELERS CO [3.2%]
WESTERN DIGITAL CP [3.17%]
JP MORGAN CHASE CO [3.12%]
TYCO INTL LTD SWZ [2.91%]
MARATHON OIL CORP [2.9%]
Tellabs, Inc. [2.87%]
COCA COLA ENTRPR INC [2.48%]
AMERISOURCEBERGEN CP [2.42%]

31-May-09
PFIZER [4.26%]
JPMORGAN CHASE [4.14%]
CONOCO PHILLIPS [3.9%]
HEWLETT-PACKARD [3.8%]
JOHNSON AND JOHNS DC [3.71%]
THE TRAVELERS COS [3.3%]
MARATHON OIL CORP [3.18%]
ALTRIA GROUP [3.13%]
WESTERN DIGITAL [3.1%]
EXXON MOBIL [2.77%]
Click here for Stock Holding Change Map in Fidelity Advisor 130/30 Large Cap I Fund (FITOX)

  

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Latest News on Fidelity Advisor 130/30 Large Cap I (FITOX)

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