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Fidelity Advisor Small Cap B (FSCBX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Advisor Small Cap B (FSCBX) Fund

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

 

Graph of Fidelity Advisor Small Cap B Fund (FSCBX) ManagerFund Manager - James M. Harmon

Fund Manager Information

Fund Manager Tenure: 13.0 years
Similar Funds: FSCDX  FSCEX  FSCIX  FSCTX 
Fund Family: Fidelity Investments
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)
Harmon is a portfolio manager with Fidelity Investments, his employer since 1995. He joined the firm as an equity analyst covering biotechnology and smaller health-care services companies. Previously, Mr. Harmon has worked as a research analyst, portfolio assistant in Fidelity Investments. Before that he was a junior analyst with Essex Investment Management Co., Inc.  Get more insights on James M. Harmon

 

Graph of Fidelity Advisor Small Cap B Fund (FSCBX) ProfileFidelity Advisor Small Cap B Fund (FSCBX) Profile

Fund Profile and Description

Fidelity Advisor Small Cap B Fund seeks long-term growth of capital. Fidelity Advisor Small Cap B Fund normally invests at least 80% of assets in equity securities issued by companies with small market capitalizations. These companies generally have market capitalizations that fall within the range of the Russell 2000 index or the Standard & Poor's SmallCap 600 index. It invests primarily in common stocks. Fidelity Advisor Small Cap B Fund may invest in domestic and foreign issuers, as well as growth stocks, value stocks, or both.

 

Fidelity Advisor Small Cap B (FSCBX) Fund Strength What we like about Fidelity Advisor Small Cap B (FSCBX) Fund

Data for Fidelity Advisor Small Cap B Fund (FSCBX) as of May 30, 2016

  • Fidelity Advisor Small Cap B Fund (FSCBX) management has been with Fidelity Advisor Small Cap B Fund for 13.0 years
  • Fidelity Advisor Small Cap B Fund (FSCBX) has good mid-term performance (3-year return 7.36% vs 6.96% Small Blend category median performance)
  • Fidelity Advisor Small Cap B Fund (FSCBX) has an annual stock turnover rate of 33.00% vs Small Blend average of 52.13%. It is good that Fidelity Advisor Small Cap B management does not trade extensively for its return.
  • Fidelity Advisor Small Cap B Fund (FSCBX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.16, lower than category average of 14.58

Fidelity Advisor Small Cap B Fund (FSCBX) Weakness What we are cautious about Fidelity Advisor Small Cap B (FSCBX) Fund

Data for Fidelity Advisor Small Cap B Fund (FSCBX) as of May 30, 2016

  • Fidelity Advisor Small Cap B Fund (FSCBX) has a less-than-ideal short-term performance (1-year return -8.56% vs -5.18% Small Blend category median performance)
  • Fidelity Advisor Small Cap B Fund (FSCBX) has a less-than-ideal Long-term performance (5-year return 5.21% vs 7.84% Small Blend category median performance)
  • Fidelity Advisor Small Cap B Fund (FSCBX) ratio of up-years vs down years can be improved
  • Fidelity Advisor Small Cap B Fund (FSCBX) has a Morningstar rating of 3 and below
  • Fidelity Advisor Small Cap B Fund (FSCBX) has a higher expense ratio of 2.06% than its Small Blend average of 1.22%
  • Fidelity Advisor Small Cap B Fund (FSCBX) carries a 5% load
See Fidelity Advisor Small Cap B Fund (FSCBX) performance details as of May 30, 2016

 

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Compare Fidelity Advisor Small Cap B Fund (FSCBX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Advisor Small Cap B-0.22-8.567.365.21
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare Fidelity Advisor Small Cap B Fund (FSCBX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of Fidelity Advisor Small Cap B Fund (FSCBX) Net Asset TrackingFidelity Advisor Small Cap B (FSCBX) Fund Net Asset

Track net asset change of Fidelity Advisor Small Cap B fund (FSCBX)

DateNet Asset
05/2016$2.73B
03/2016$2.73B
02/2016$2.57B
More historic net asset information on Fidelity Advisor Small Cap B Fund (FSCBX)

  

Graph of Fidelity Advisor Small Cap B Fund (FSCBX) Portfolio TrackingFidelity Advisor Small Cap B (FSCBX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Small Cap B fund (FSCBX)

DateCashStockBondOther
02/20169.66%90.34%0%0%
11/20158.85%90.76%0.39%0%
08/20157.86%91.71%0.43%0%
Click here to see more historic asset allocation information on Fidelity Advisor Small Cap B Fund (FSCBX)

 

graph of Fidelity Advisor Small Cap B Fund (FSCBX) Top 10 Position TrackingTop 10 Holdings in Fidelity Advisor Small Cap B (FSCBX) Fund

Discover what Fidelity Advisor Small Cap B Fund (FSCBX) manager is buying

Feb 28, 2016
Russell 2000 Fut Mar16 Rtah6 [8.52%]
CDW Corporation [2.39%]
Syntel, Inc. [2.19%]
West Corporation [1.98%]
Primerica, Inc. Common Stock [1.96%]
Sally Beauty Holdings, Inc. (Na [1.9%]
Synnex Corporation Common Stock [1.77%]
Reinsurance Group of America, I [1.76%]
The Ensign Group, Inc. [1.75%]
Global Payments Inc. Common Sto [1.73%]

Nov 29, 2015
Russell 2000 Fut Dec15 Rtaz5 [7.44%]
CDW Corporation [2.24%]
Primerica, Inc. Common Stock [2.05%]
Syntel, Inc. [2%]
West Corp [1.87%]
The Ensign Group, Inc. [1.74%]
Zensar Technologies Ltd [1.74%]
Global Payments Inc. Common Sto [1.73%]
CNO Financial Group, Inc. Commo [1.67%]
United Therapeutics Corporation [1.63%]

Aug 30, 2015
Russell 2000 Fut Sep15 Rtau5 [6.07%]
BofI Holding, Inc. [2.56%]
CDW Corporation [2.51%]
Global Payments Inc. Common Sto [1.94%]
Office Depot, Inc. [1.88%]
Syntel, Inc. [1.83%]
The Ensign Group, Inc. [1.78%]
Amsurg Corp. [1.77%]
West Corporation [1.77%]
Primerica, Inc. Common Stock [1.73%]
Click here for Stock Holding Change Map in Fidelity Advisor Small Cap B Fund (FSCBX)

  

Latest News on Fidelity Advisor Small Cap B (FSCBX) Fund

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Fidelity Advisor Small Cap B Fund (FSCBX) Related ResourcesSee more information on Fidelity Advisor Small Cap B (FSCBX) Fund

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