Mutual Funds - Profile

Fidelity Advisor Small Cap Growth Fund

US > Small-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation 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 focuses on companies demonstrating above-average growth potential.

The team also invests in domestic and foreign issuers.

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 a list of companies favored by More

Price

  • Last Close
  • $32.67
    -0.07
  • 52 Week HL
  • $40.28 - $25.82
  • Net Assets
  • $387.82 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
May 31, 2021

Top 10 Holdings
May 28, 2021

Company Holding
Crocs, Inc. 1.9
Builders FirstSource, 1.7
Caesars Entertainment, 1.4
Insulet Corp. 1.3
American Eagle 1.3
Company Holding
TechTarget, Inc 1.2
KBR Inc 1.1
Sprout Social, 1.1
SiTime Corp. 1.0
BJ’s Wholesale 1.0
Total 13%

Manager

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

Documents

  • Annual Reports
  • 2020

Performance
-4.3 % YTD

  • 3 Year
  • 35.17%
  • 5 Year
  • 96.23%
  • Best
  • 44.65%
    2013
  • Worst
  • -44.87%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
FCIGX 4%34%28%-10%21%10%-2%5%42%14%-4%
S&P 500 21%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 4.8% -22.4% 19.8% 6.8% 8.6% -5.4% 8.7% 0.6% 14.6% 12.3% -
Q2 4.8% 26.7% 4.6% 9.5% 4.1% 6.2% 3.9% 1% 4.8% -5% -
Q3 7.1% 5.1% -8% 7.6% 8.8% 8.6% -12% -6.9% 10.5% 5.4% -
Q4 -2.1% 20.4% 9.8% -21.8% 3.8% 1.8% 2.3% 9.7% 8.9% -1.9% -

Returns +
M

J F M A M J J A S O N D
2021 1.7% 4.8% -1.7% 3.9% -3% 4% -1% 6.1% 2% -18.7% - -
2020 1.1% -7% -17.4% 12.2% 9.1% 3.5% 4.3% 7.1% -5.9% -0.1% 14.7% 5.1%

Annual Return

Index Comparison

Alpha

NAV