Mutual Funds - Profile

Fidelity Advisor Leveraged Company Stock Fund

US > Multi-Cap > Core

Rank

Universe Rank

Summary

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

The investment process starts with a list of companies in the benchmark index and the research team narrows down the list utilizing quantitative research and fundamental analysis.

Then the team focuses on common stocks of leveraged companies that issue lower-quality debt and companies with leveraged capital structures.

Additionally, 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 from a list of companies favored by the research More

Price

  • Last Close
  • $45.81
    +0.03
  • 52 Week HL
  • $47.61 - $31.14
  • Net Assets
  • $656.59 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
May 31, 2021

Top 10 Holdings
Apr 30, 2021

Company Holding
CAESARS ENTERTAINMENT 5.4
Penn National 4.1
MICROSOFT CORP 3.2
Alphabet, Inc. 3.2
Adobe Inc 3.1
Company Holding
LAM RESEARCH 3.0
ZEBRA TECHNOLOGIES 3.0
T-Mobile U.S., 2.9
JBS SA 2.8
Facebook, Inc. 2.6
Total 33.3%

Manager

  • Name
  • Brian Chang
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
8.6 % YTD

  • 3 Year
  • 31.99%
  • 5 Year
  • 65.86%
  • Best
  • 90.05%
    2003
  • Worst
  • -54.14%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
FLSCX 16%19%29%-7%19%10%-1%10%31%14%-1%
S&P 500 16%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 9.5% -31.5% 18.3% -2.5% 6.1% -2.4% 3.9% 1.3% 13.3% 17.4% -
Q2 6.9% 31.9% -2.5% 7.1% 0.8% -0.3% 0.9% 5.1% 3.7% -5% -
Q3 3.8% 15% -8.7% 1.3% 3.5% 5.9% -12.7% -2.1% 6.5% 7% -
Q4 - 18.7% 11.4% -19.1% 4.7% 5% 2.2% 0.4% 8.4% 5.8% -

Returns +
M

J F M A M J J A S O N D
2021 0.2% 7.1% 2.1% 4.7% 0.7% 1.4% -0.3% 3.7% 0.4% -10.6% - -
2020 -1.2% -8.9% -23.9% 17.6% 9.1% 2.8% 5.1% 11.1% -1.5% -3.7% 17.7% 4.7%

Annual Return

Index Comparison

Alpha

NAV