Mutual Funds - Profile

Fidelity Advisor Stock Selector Small Cap Fund

US > Small-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in domestic and foreign issuers.

The team also focuses on either growth or value stocks or both.

In addition, the team evaluates a company’s financial condition and industry position, as well as market and economic conditions.

Then the manager constructs a portfolio of stocks from More

Price

  • Last Close
  • $33.85
    -0.49
  • 52 Week HL
  • $34.74 - $22.83
  • Net Assets
  • $96.38 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
May 31, 2021

Top 10 Holdings
Apr 30, 2021

Company Holding
Crocs, Inc 1.2
Western Alliance 1.1
Novavax Inc 1.1
Atkore International 1.0
Synovus Financial 1.0
Company Holding
Sterling Bancorp 1.0
EMCOR Group 0.9
Essent Group 0.9
Darling Ingredients 0.9
ASGN Incorporated 0.9
Total 10%

Manager

  • Name
  • Patrick Venanzi
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
21.2 % YTD

  • 3 Year
  • 63.62%
  • 5 Year
  • 84.5%
  • Best
  • 35.99%
    2013
  • Worst
  • -47.25%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
FCDTX 12%18%24%-12%13%19%-6%4%37%15%-5%
S&P 500 19%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 12.4% -26.8% 15.9% 1.3% 1.6% -1.3% 5.2% 0.9% 11.8% 11.9% -
Q2 3.1% 22.2% 2.5% 8% - 2.4% 0.7% 1.6% 3.4% -7.2% -
Q3 4.4% 7.4% -2.2% 3.9% 5.4% 6.3% -10% -7.5% 8.3% 5.2% -
Q4 2.2% 24.1% 7.7% -17.9% 2.6% 6.7% 4.2% 8.5% 8.5% -0.1% -

Returns +
M

J F M A M J J A S O N D
2021 1.8% 9.2% 1.1% 3.8% -1% 0.2% -0.9% 4.2% 1.2% 0.3% - -
2020 -1.4% -8.5% -18.9% 11.6% 8.3% 1.1% 4.2% 4.6% -1.5% 0.7% 15.8% 6.4%

Annual Return

Index Comparison

Alpha

NAV