Mutual Funds - Profile

Fidelity Advisor New Insights Fund

US > Large-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in mega-and large-size companies in the United States.

The investment process is designed to highlight companies exhibiting above-average earnings growth potential that are not fully reflected in current market prices.

The research team uses fundamental analysis to identify companies with a strong competitive position, high returns on capital, solid free-cash-flow generation and management teams that are stewards of shareholder capital.

The team believes companies demonstrating earnings growth over a multiyear period offer attractive investment opportunities.

The fund has the flexibility to invest in either growth or value More

Price

  • Last Close
  • $42.72
    -2.6
  • 52 Week HL
  • $45.39 - $32.93
  • Net Assets
  • $7906.1 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
May 31, 2021

Top 10 Holdings
May 28, 2021

Company Holding
Facebook, Inc. 9.3
Amazon.com, Inc 7.5
Alphabet, Inc. 5.7
Microsoft Corp 4.9
Berkshire Hathaway, 4.3
Company Holding
NVIDIA Corporation 3.1
Netflix Inc 2.4
Salesforce Com 2.3
UnitedHealth Group 2.2
Adobe Inc 2.2
Total 43.9%

Manager

  • Name
  • William Danoff
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
13.3 % YTD

  • 3 Year
  • 44.31%
  • 5 Year
  • 97.07%
  • Best
  • 32.76%
    2013
  • Worst
  • -37.77%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
FINSX 16%37%35%-3%28%5%4%11%31%13%1%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 0.3% -18.3% 15.3% 2.3% 8.4% -0.8% 2.8% 2.6% 9.1% 14.7% -
Q2 12% 24.4% 4.4% 7.9% 5% 1.5% 1.2% 3.7% 2.8% -4.5% -
Q3 6.9% 11.4% -3% 5.3% 5.7% 6% -6.6% -0.1% 8.4% 6.1% -
Q4 - 1.2% 2.5% -16.4% 6.4% -0.1% 5.4% 2.9% 8.8% -1.8% -

Returns +
M

J F M A M J J A S O N D
2021 -1% -0.2% 1.5% 6.8% 0.6% 4.3% 1.9% 4.6% 0.3% -5.6% - -
2020 1.1% -7.3% -12.9% 13.7% 5.2% 4% 7% 9% -4.5% -2.7% 8.4% -4.1%

Annual Return

Index Comparison

Alpha

NAV