Mutual Funds - Profile

Fidelity Advisor Mid Cap II Fund

US > Mid-Cap > Core

Rank

Universe Rank

Summary

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

The investment process is designed to identify companies with above-average growth prospects and are estimated to trade at reasonable valuations.

The research team combines quantitative and technical analysis to identify companies that exhibit high returns on capital, long-term revenue growth potential and strong balance sheets.

The diversified portfolio is designed to reduce individual holding risk and include those companies that are estimated to offer value creation opportunity. 

More

Price

  • Last Close
  • $23.93
    -0.33
  • 52 Week HL
  • $25.1 - $19.71
  • Net Assets
  • $780.8 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
May 31, 2021

Top 10 Holdings
May 31, 2021

Company Holding
DECKERS OUTDOOR 1.6
ITT INC 1.5
Signature Bank 1.4
Williams-Sonoma, Inc 1.4
Molina Healthcare, 1.3
Company Holding
Builders FirstSource, 1.2
Nomad Foods 1.2
MKS Instruments, 1.2
Element Solutions, 1.1
Old Republic 1.1
Total 13%

Manager

  • Name
  • Thomas Allen
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
-2.8 % YTD

  • 3 Year
  • 38.01%
  • 5 Year
  • 48.03%
  • Best
  • 38.56%
    2009
  • Worst
  • -14.97%
    2018

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
FIIMX -3%21%15%28%-11%17%12%-4%11%33%15%
S&P 500 -1%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -1.9% 6.8% -29.8% 15.3% 0.4% 5.4% -0.3% 5.2% 1.4% 10.9% -
Q2 - 4% 25.2% 0.8% 5% 3.3% 1.3% -0.1% 3.6% 2% -
Q3 - 4.2% 11.2% -3.1% 3.1% 4.3% 5.8% -9% -3.2% 8.9% -
Q4 - -7.2% 19.9% 7.1% -19.8% 5.4% 4.7% 2.8% 4.1% 10.2% -

Returns +
M

J F M A M J J A S O N D
2022 -2.8% - - - - - - - - - - -
2021 0.4% 2.9% 3.3% 4.3% 0.6% -0.8% -0.2% 3.5% 0.9% 2.5% -3% -8.6%

Annual
Return

Index Comparison

Alpha

NAV