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Fidelity Advisor Leveraged Co Stk A (FLSAX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Advisor Leveraged Co Stk A (FLSAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Fidelity Advisor Leveraged Co Stk A Fund (FLSAX) ManagerFund Manager - Thomas T. Soviero

Fund Manager Information

Fund Manager Tenure: 16.1 years
Similar Funds: FLSCX  FLSTX 
Fund Family: Fidelity Investments
Fund Category: Mid-Cap Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.43)     (What does this score mean?)
Soviero is vice president and manager of Fidelity Investments. Since joining Fidelity Investments in 1989, he has worked as a research analyst, manager and director of high yield research. Soviero holds the Chartered Financial Analyst designation.  Get more insights on Thomas T. Soviero

 

Graph of Fidelity Advisor Leveraged Co Stk A Fund (FLSAX) ProfileFidelity Advisor Leveraged Co Stk A Fund (FLSAX) Profile

Fund Profile and Description

Fidelity Advisor Leveraged Co Stk A Fund seeks capital appreciation. Fidelity Advisor Leveraged Co Stk A Fund normally invests at least 80% of assets in stocks. It normally invests its assets primarily in common stocks of leveraged companies defined as companies that issue lower-quality debt and other companies with leveraged capital structures. Fidelity Advisor Leveraged Co Stk A Fund may also invest the fund’s assets in lower-quality debt securities. It may invest the fund’s assets in securities of foreign issuers in addition to securities of domestic issuers.

 

Fidelity Advisor Leveraged Co Stk A (FLSAX) Fund Strength What we like about Fidelity Advisor Leveraged Co Stk A (FLSAX) Fund

Data for Fidelity Advisor Leveraged Co Stk A Fund (FLSAX) as of May 30, 2016

  • Fidelity Advisor Leveraged Co Stk A Fund (FLSAX) management has been with Fidelity Advisor Leveraged Co Stk A Fund for 16.1 years
  • Fidelity Advisor Leveraged Co Stk A Fund (FLSAX) ratio of up-years vs down years is greater than 2
  • Fidelity Advisor Leveraged Co Stk A Fund (FLSAX) has an annual stock turnover rate of 4.00% vs Mid-Cap Value average of 53.78%. It is good that Fidelity Advisor Leveraged Co Stk A management does not trade extensively for its return.
  • Fidelity Advisor Leveraged Co Stk A Fund (FLSAX) has a lower expense ratio than its Mid-Cap Value average: 1.07% vs 1.18%

Fidelity Advisor Leveraged Co Stk A Fund (FLSAX) Weakness What we are cautious about Fidelity Advisor Leveraged Co Stk A (FLSAX) Fund

Data for Fidelity Advisor Leveraged Co Stk A Fund (FLSAX) as of May 30, 2016

  • Fidelity Advisor Leveraged Co Stk A Fund (FLSAX) has a less-than-ideal short-term performance (1-year return -9.56% vs -3.20% Mid-Cap Value category median performance)
  • Fidelity Advisor Leveraged Co Stk A Fund (FLSAX) has a less-than-ideal mid-term performance (3-year return 5.36% vs 8.20% Mid-Cap Value category median performance)
  • Fidelity Advisor Leveraged Co Stk A Fund (FLSAX) has a less-than-ideal Long-term performance (5-year return 7.79% vs 8.87% Mid-Cap Value category median performance)
  • Fidelity Advisor Leveraged Co Stk A Fund (FLSAX) has a Morningstar rating of 3 and below
  • Fidelity Advisor Leveraged Co Stk A Fund (FLSAX) is less safe compared to its Mid-Cap Value peers
  • Fidelity Advisor Leveraged Co Stk A Fund (FLSAX) does not have a good risk adjusted return as its 3-year Alpha of -5.97 is worse than category average of -2.7, and its 3-year Sharpe ratio is 0.44
  • Fidelity Advisor Leveraged Co Stk A Fund (FLSAX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.65 that is higher than category average of 12.6
  • Fidelity Advisor Leveraged Co Stk A Fund (FLSAX) carries a 5.75% load
See Fidelity Advisor Leveraged Co Stk A Fund (FLSAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Fidelity Advisor Leveraged Co Stk A Fund (FLSAX)Compare with other top Mid-Cap Value category mutual funds

Aadditional top Mid-Cap Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Advisor Leveraged Co Stk A2.23-9.565.367.79
American Century Mid Cap Value C (ACCLX)9.334.3411.1311.06Compare
VY American Century Small-Mid Cap Val S2 (ISMSX)8.163.3910.7310.75Compare
JHancock Disciplined Value Mid Cap Adv (JVMVX)4.440.4912.5512.11Compare

See top fund managers for Mid-Cap Value Category Funds

 

Compare Fidelity Advisor Leveraged Co Stk A Fund (FLSAX)Compare with Mid-Cap Value category ETFs

Some Mid-Cap Value ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Select Dividend (DVY)11.18%9.44%12.25%
PowerShares High Yld Eq Div Achiev ETF (PEY)14.38%16.97%16.38%
PowerShares Russell Midcap Pure Val ETF (PXMV)11.24%1.03%10.35%
Vanguard Mid-Cap Value ETF (VOE)000
SPDR S&P 400 Mid Cap Value ETF (MDYV)000

 

Graph of Fidelity Advisor Leveraged Co Stk A Fund (FLSAX) Net Asset TrackingFidelity Advisor Leveraged Co Stk A (FLSAX) Fund Net Asset

Track net asset change of Fidelity Advisor Leveraged Co Stk A fund (FLSAX)

DateNet Asset
05/2016$3.38B
03/2016$3.41B
02/2016$3.23B
More historic net asset information on Fidelity Advisor Leveraged Co Stk A Fund (FLSAX)

  

Graph of Fidelity Advisor Leveraged Co Stk A Fund (FLSAX) Portfolio TrackingFidelity Advisor Leveraged Co Stk A (FLSAX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Leveraged Co Stk A fund (FLSAX)

DateCashStockBondOther
01/20164.12%95.41%0.19%0%
10/20156.15%93.41%0.21%0%
07/20156.05%93.41%0.32%0%
Click here to see more historic asset allocation information on Fidelity Advisor Leveraged Co Stk A Fund (FLSAX)

 

graph of Fidelity Advisor Leveraged Co Stk A Fund (FLSAX) Top 10 Position TrackingTop 10 Holdings in Fidelity Advisor Leveraged Co Stk A (FLSAX) Fund

Discover what Fidelity Advisor Leveraged Co Stk A Fund (FLSAX) manager is buying

Jan 30, 2016
LyondellBasell Industries NV Or [8.17%]
Service Corporation Internation [6.15%]
Boston Scientific Corporation C [4.24%]
Delta Air Lines, Inc. Common St [3.21%]
Bank of America Corporation Com [2.93%]
Comcast Corporation [2.67%]
General Motors Company Common S [2.66%]
Westrock Company Common Stock [2.65%]
Tenet Healthcare Corporation Co [2.33%]
Newell Brands Inc. Common Stock [2.26%]

Oct 30, 2015
LyondellBasell Industries NV Or [9.27%]
Service Corporation Internation [5.99%]
Boston Scientific Corporation C [3.62%]
Delta Air Lines, Inc. Common St [3.02%]
Bank of America Corporation Com [2.85%]
Westrock Company Common Stock [2.82%]
General Motors Company Common S [2.56%]
Comcast Corporation [2.45%]
Ford Motor Company Common Stock [2.09%]
Newell Rubbermaid Inc. Common S [2.03%]

Jul 30, 2015
LyondellBasell Industries NV Or [8.85%]
Service Corporation Internation [6.03%]
Boston Scientific Corporation C [3.17%]
Westrock Company Common Stock [3.05%]
Bank of America Corporation Com [2.8%]
Delta Air Lines, Inc. Common St [2.43%]
Ford Motor Company Common Stock [2.4%]
Comcast Corporation [2.26%]
General Motors Company Common S [2.14%]
HCA Holdings, Inc. Common Stock [2.11%]
Click here for Stock Holding Change Map in Fidelity Advisor Leveraged Co Stk A Fund (FLSAX)

  

Latest News on Fidelity Advisor Leveraged Co Stk A (FLSAX) Fund

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Fidelity Advisor Leveraged Co Stk A Fund (FLSAX) Related ResourcesSee more information on Fidelity Advisor Leveraged Co Stk A (FLSAX) Fund

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