Mutual Funds - Profile

Fidelity Advisor Stock Selector Large Cap Value Fund

US > Large-Cap > Value

Rank

Universe Rank

Summary

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

The investment process starts with a list of companies in the benchmark index and looks for companies with a proven earnings track record and meets valuation criteria.

The research team then with the help of quantitative and qualitative research evaluates free cash flow stream, revenue and earnings growth profiles, growth drivers, and business model sustainability.

The investment team constructs a diversified portfolio of between 110 and 140 holdings and allocates assets across different More

Price

  • Last Close
  • $26.23
    +0.06
  • 52 Week HL
  • $26.65 - $18.09
  • Net Assets
  • $31.46 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
May 31, 2021

Top 10 Holdings
May 28, 2021

Company Holding
Capital One 3.1
Wells Fargo 2.2
Bank Of 2.1
Cisco Systems, 1.9
Verizon Communications, 1.8
Company Holding
Alphabet, Inc 1.8
Johnson & Johnson 1.7
The Walt 1.6
Nielsen Holdings 1.6
JPMorgan Chase 1.5
Total 19.3%

Manager

  • Name
  • Matthew Friedman
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
22.4 % YTD

  • 3 Year
  • 40.61%
  • 5 Year
  • 0%
  • Best
  • 22.57%
    2019
  • Worst
  • -9.17%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
FSCZX 19%0%23%-11%11%14%-6%11%29%14%-2%
S&P 500 20%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 11.8% -28.4% 10.9% -3.8% - - - - - - -
Q2 5.8% 15.8% 2.9% 4.1% 0.7% - - - - - -
Q3 3% 5.7% 0.6% 5% 3.9% - - - - - -
Q4 - 16.1% 5% -12.3% 3.6% - - - - - -

Returns +
M

J F M A M J J A S O N D
2021 -0.9% 5.7% 6.8% 4.5% 2.8% -1.5% 0.9% 1.5% 0.5% 0.5% - -
2020 -2% -9.8% -18.9% 12.9% 3.5% -0.8% 3.6% 4.5% -2.3% -1.1% 14% 2.9%

Annual Return

Index Comparison

Alpha

NAV