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Fidelity Advisor New Insights A (FNIAX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Advisor New Insights A (FNIAX) Fund

    Last Trade: $28.36 on 8/26/2014, Change: +0.07 (0.25%)

 

Graph of Fidelity Advisor New Insights A Fund (FNIAX) ManagerFund Manager - William Danoff

Fund Manager Information

Fund Manager Tenure: 11.1 years
Similar Funds: FNIBX  FNICX  FNITX 
Fund Family: Fidelity Investments
Fund Category: Large Growth
Fund Performance: Jul 30, 2014
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)
Danoff is a vice president and portfolio manager with Fidelity Investments. He joined the firm in 1986 as a securities analyst and portfolio manager. Previously, he served as leader of the specialized growth group from 1996 to 1997. Prior to joining the firm, he was a research analyst for Furman Selz in New York City, covering advertising stocks and special situations. Danoff was president of the Boston Retail Analysts Society from 1987 to 1989.  Get more insights on William Danoff

 

Graph of Fidelity Advisor New Insights A Fund (FNIAX) ProfileFidelity Advisor New Insights A Fund (FNIAX) Profile

Fund Profile and Description

Fidelity Advisor New Insights A Fund seeks capital appreciation. Fidelity Advisor New Insights A Fund primarily invests in common stocks. It may invest in securities of domestic and foreign issuers. Fidelity Advisor New Insights A Fund may invest in securities of companies whose value it believes are not fully recognized by the public. It may invest in either growth stocks or value stocks or both. Fidelity Advisor New Insights A Fund uses fundamental analysis of each issuer’s financial condition and industry position and market and economic conditions to select investments.

 

Fidelity Advisor New Insights A (FNIAX) Fund Strength What we like about Fidelity Advisor New Insights A (FNIAX) Fund

Data for Fidelity Advisor New Insights A Fund (FNIAX) as of Jul 30, 2014

  • Fidelity Advisor New Insights A Fund (FNIAX) management has been with Fidelity Advisor New Insights A Fund for 11.1 years
  • Fidelity Advisor New Insights A Fund (FNIAX) has good mid-term performance (3-year return 14.76% vs 14.49% Large Growth category median performance)
  • Fidelity Advisor New Insights A Fund (FNIAX) has good Long-term performance (5-year return 16.05% vs 15.72% Large Growth category median performance)
  • Fidelity Advisor New Insights A Fund (FNIAX) ratio of up-years vs down years is greater than 2
  • Fidelity Advisor New Insights A Fund (FNIAX) has a Morningstar rating of 4 and above
  • Fidelity Advisor New Insights A Fund (FNIAX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.42, lower than category average of 14.3
  • Fidelity Advisor New Insights A Fund (FNIAX) has a lower expense ratio than its Large Growth average: 0.94% vs 1.21%

Fidelity Advisor New Insights A Fund (FNIAX) Weakness What we are cautious about Fidelity Advisor New Insights A (FNIAX) Fund

Data for Fidelity Advisor New Insights A Fund (FNIAX) as of Jul 30, 2014

  • Fidelity Advisor New Insights A Fund (FNIAX) has a less-than-ideal short-term performance (1-year return 17.18% vs 17.63% Large Growth category median performance)
  • Fidelity Advisor New Insights A Fund (FNIAX) has an annual stock turnover rate of 79.00% that is higher than the Large Growth average of 50.19%. This could mean Fidelity Advisor New Insights A is more nimble, but also signal potential high tax impact and high trading fees
  • Fidelity Advisor New Insights A Fund (FNIAX) carries a 5.75% load
See Fidelity Advisor New Insights A Fund (FNIAX) performance details as of Jul 30, 2014

 

What do you think?

 

Compare Fidelity Advisor New Insights A Fund (FNIAX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Advisor New Insights A3.9017.1814.7616.05
American Funds AMCAP R6 (RAFGX)7.2321.5618.1017.63Compare
Gerstein Fisher Multi-Factor Growth Eq (GFMGX)3.7818.1516.660Compare
Hodges Blue Chip 25 Retl (HDPBX)5.2722.7216.980Compare

See top fund managers for Large Growth Category Funds

 

Compare Fidelity Advisor New Insights A Fund (FNIAX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Rydex S&P 500 Pure Growth (RPG)8.92%25.02%18.65%
iShares Morningstar Large Growth Index (JKE)6.61%22.97%16.78%
RP Focused Large Cap Growth ETF (RWG)4.60%22.54%14.60%
RBS NASDAQ 100 Trendpilot ETN (TNDQ)4.52%21.68%NaN
PowerShares Fundamental Pure La (PXLG)9.05%21.63%16.99%

 

Graph of Fidelity Advisor New Insights A Fund (FNIAX) Net Asset TrackingFidelity Advisor New Insights A (FNIAX) Fund Net Asset

Track net asset change of Fidelity Advisor New Insights A fund (FNIAX)

DateNet Asset
07/2014$27.29B
06/2014$27.91B
03/2014$26.88B
More historic net asset information on Fidelity Advisor New Insights A Fund (FNIAX)

  

Graph of Fidelity Advisor New Insights A Fund (FNIAX) Portfolio TrackingFidelity Advisor New Insights A (FNIAX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor New Insights A fund (FNIAX)

DateCashStockBondOther
06/20141.49%97.89%0.06%0%
05/20144.29%95.29%0.06%0%
02/20142.07%97.64%0.03%0%
Click here to see more historic asset allocation information on Fidelity Advisor New Insights A Fund (FNIAX)

 

graph of Fidelity Advisor New Insights A Fund (FNIAX) Top 10 Position TrackingTop 10 Holdings in Fidelity Advisor New Insights A (FNIAX) Fund

Discover what Fidelity Advisor New Insights A Fund (FNIAX) manager is buying

Jun 29, 2014
Microsoft Corporation [2.84%]
Wells Fargo & Company Common St [2.49%]
Noble Energy Inc. Common Stock [2.17%]
Schlumberger N.V. Common Stock [1.82%]
Verizon Communications Inc. Com [1.81%]
Google Inc. [1.73%]
Google Inc. [1.7%]
Facebook, Inc. [1.69%]
Berkshire Hathaway Inc Class A [1.55%]
Bank of America Corporation Com [1.51%]

May 30, 2014
Microsoft Corporation [2.85%]
Wells Fargo & Company Common St [2.43%]
Noble Energy Inc. Common Stock [2.09%]
Verizon Communications Inc. Com [1.91%]
Google Inc. [1.74%]
Google Inc. [1.72%]
Schlumberger N.V. Common Stock [1.65%]
Berkshire Hathaway Inc Class A [1.62%]
Facebook, Inc. [1.61%]
Bank of America Corporation Com [1.54%]

Feb 27, 2014
Google Inc. [4.34%]
Biogen Idec Inc. [2.53%]
Wells Fargo & Company Common St [2.39%]
Microsoft Corporation [2.13%]
Facebook, Inc. [2.13%]
Gilead Sciences, Inc. [2.11%]
Noble Energy Inc. Common Stock [1.96%]
Visa Inc. [1.72%]
Verizon Communications Inc. Com [1.58%]
Bank of America Corporation Com [1.55%]
Click here for Stock Holding Change Map in Fidelity Advisor New Insights A Fund (FNIAX)

  

Latest News on Fidelity Advisor New Insights A (FNIAX) Fund

See what is happening with Fidelity Advisor New Insights A Fund (FNIAX)

 

Fidelity Advisor New Insights A Fund (FNIAX) Related ResourcesSee more information on Fidelity Advisor New Insights A (FNIAX) Fund

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