Mutual Funds - Profile

Fidelity Advisor Value Leaders Fund

US > Large-Cap > Value

Rank

Universe Rank

Summary

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

The investment process is designed to highlight undervalued companies relative to factors such as assets, sales, earnings, growth potential, or cash flow, or relative to their peers.

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

The research team then uses fundamental analysis and qualitative research to evaluate companies on the basis of their financial health, position in the industry they operate in, More

Price

  • Last Close
  • $21.43
    +0.08
  • 52 Week HL
  • $22.52 - $17.66
  • Net Assets
  • $15.83 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
May 31, 2021

Top 10 Holdings
May 28, 2021

Company Holding
BERKSHIRE HATHAWAY 5.0
BANK OF 4.4
COMCAST CORP 3.5
CISCO SYSTEMS 3.5
Capital One 3.5
Company Holding
Samsung Electronics 3.2
CVS Health 2.9
UnitedHealth Group 2.8
Alexion Pharmaceuticals 2.8
Cigna Corporation 2.6
Total 34.2%

Manager

  • Name
  • Sean Gavin
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
0.1 % YTD

  • 3 Year
  • 8.3%
  • 5 Year
  • 31.74%
  • Best
  • 34.59%
    2013
  • Worst
  • -45.16%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
FVLAX -4%23%0%23%-11%11%14%-6%11%29%14%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 2% 9.7% -30.8% 8% -3.5% 5.4% 0.6% 2.5% 1.4% 12.4% -
Q2 - 4.9% 15.4% 1.1% 3.4% 0.7% -1.5% -0.6% 4.2% 3.7% -
Q3 - 4.7% 1.8% -0.3% 4.5% 2.2% 4.9% -8.1% -1% 4.2% -
Q4 - -0.2% 15.4% 8.3% -11.7% 4.9% 5.9% 4.6% 7.7% 10.8% -

Returns +
M

J F M A M J J A S O N D
2022 0.1% - - - - - - - - - - -
2021 -0.6% 2.8% 7.4% 4.1% 2.6% -1.8% 1.2% 2.6% 0.8% -0.3% -3.6% -0.5%

Annual
Return

Index Comparison

Alpha

NAV