Mutual Funds - Profile

Fidelity Advisor Consumer Discretionary Fund

US > Consumer Goods/Services >

Rank

Universe Rank
31 6

Summary

The fund seeks capital appreciation by investing in companies in the United States.

The investment process is designed to highlight companies in the benchmark index that are engaged in the manufacture and distribution of consumer discretionary products and services.

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

Then the manager constructs a diversified portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

The fund has the flexibility to invest in domestic More

Price

  • Last Close
  • $54.89
    +0.08
  • 52 Week HL
  • $55.5 - $42.03
  • Net Assets
  • $259.48 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Nov 30, -0001

Top 10 Holdings
Mar 31, 2021

Company Holding
AMAZON.COM INC
Tesla Inc
Home Depot
Nike Inc
LOWES COS
Company Holding
Capri Holdings
Starbucks Corporation
Tapestry Inc
Burlington Stores
THE BOOKING
Total 0%

Manager

  • Name
  • Katherine Shaw
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
23.1 % YTD

  • 3 Year
  • 105.44%
  • 5 Year
  • 148.23%
  • Best
  • 40.9%
    2013
  • Worst
  • -34.85%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
FCNIX 0%16%29%-6%19%8%-1%14%29%13%0%
S&P 500 22%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 6.2% -21.6% 15.2% 2.7% 6.9% 0.7% 4.1% -0.4% 11.5% 17.8% -
Q2 5.7% 32.8% 3.3% 10% 2.4% -0.6% 1.1% 1.9% 7.8% -3.7% -
Q3 1.6% 14.6% -0.1% 6.9% 0.7% 4.1% -5.3% -1.5% 7.3% 4.7% -
Q4 10.8% 13% 2.5% -15.7% 11% 0.2% 4.5% 10% 9.1% 1.2% -

Returns +
M

J F M A M J J A S O N D
2021 -0.2% 2.9% 3.4% 6.8% -3.6% 2.6% - 1.4% 0.2% 2.6% 5.2% -
2020 -0.2% -7.5% -15.1% 20.1% 7.5% 2.8% 6.6% 9.2% -1.5% -3.1% 11.5% 4.5%

Annual Return

Index Comparison

Alpha

NAV