Mutual Funds - Profile

Fidelity Advisor Communications Equipment Fund

US > Science/Technology >

Rank

Universe Rank

Summary

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

The investment process is designed to highlight companies that are principally engaged in the development, manufacture, or sale of communications equipment.

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 portfolio of stocks from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level.

The fund has the flexibility to invest in domestic and foreign More

Price

  • Last Close
  • $17.98
    +0
  • 52 Week HL
  • $18.23 - $13.82
  • Net Assets
  • $18.1 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Apr 06, 2021

Top 10 Holdings
May 28, 2021

Company Holding
CISCO SYSTEMS 21.6
Motorola Solutions 11.0
ERICSSON CL 10.6
CommScope Holding 5.4
Juniper Networks 4.5
Company Holding
Ciena Corporation 4.2
CALIX NETWORKS 4.1
F5 Networks 4.0
Lumentum Holdings 3.2
Viavi Solutions 2.9
Total 71.5%

Manager

  • Name
  • Caroline Tall
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
15.9 % YTD

  • 3 Year
  • 27%
  • 5 Year
  • 51.72%
  • Best
  • 80.18%
    2009
  • Worst
  • -50.06%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
FDMAX 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 12.3% -20.2% 16.4% 6.6% 5% 2% -0.7% 4.5% 5.3% 15.2% -
Q2 7.3% 16.6% -5.8% 6.5% -0.2% - -3.5% 3.7% 4.1% -19% -
Q3 -3.9% -2.8% -5.6% 7.3% 0.9% 14.2% -9.8% -1.4% 8.8% 7.8% -
Q4 - 18.6% -1.1% -12.9% 4.1% 2.5% 0.9% 6.3% 6.8% 5.9% -

Returns +
M

J F M A M J J A S O N D
2021 6.1% 1.1% 4.7% 2% 4.2% 1% 1.3% -5.1% - - - -
2020 -3.9% -7.8% -10% 9.9% 4.1% 2% 9.5% -2.4% -9% -0.4% 13.3% 5%

Annual Return

Index Comparison

Alpha

NAV