Fidelity Advisor� Stock Selector Large Cap Value Fund Class C

 (MUTF:FLUEX)   Watch this mutual fund  
Find more results for MUTF:FLUEX

Performance

Trailing returns

1 day   +0.49%
   
1 week
   
-0.43%  
4 week   +0.70%
   
3 month
   
-1.74%  
YTD   +2.37%
   
1 year   +14.51%
   
3 years*   +6.28%
   
5 years*   +12.96%
   
*annualized
Best 3 month return+24.25%  
Worst 3 month return-31.20%  

Morningstar statistics

Morningstar category: Large Value
  Return Risk Rating
3 years Below Average Below Average
5 years Average Below Average
10 years Low Average
Overall Below Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets720.31M 
Front load-  
Deferred load1.00%  
Expense ratio1.88%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash2.88%  
Stocks96.34%  
Bonds0.00%  
Preferred0.79%  
Other0.00%  

Purchase information

Initial$2,500  
IRA Initial$500  
AIP Initial$2,500  
AIP Additional$100  
18.62+0.03(0.16%)
May 22, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in stocks of companies with large market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell 1000� Index or the S&P 500� Index). It invests in securities of companies that the adviser believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry.
Fund filings (PDF) »
Asset managers:
Justin Bennett (Started: Mar 11, 2011)
Laurie Mundt (Started: Mar 11, 2011)
John Sheehy (Started: Jun 30, 2016)
Katherine Buck (Started: Mar 11, 2011)
John Mirshekari (Started: Mar 11, 2011)
Matthew Friedman (Started: Mar 11, 2011)
Advisor Company:
Fidelity Management & Research Company
Fund family reports on Morningstar »
Fidelity Investments, 483 Bay Street, Boston, MA 02109, USA
1-800-387-8092 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -3.96 -3.23 -1.32 -4.26
Beta* 0.98 0.94 0.96 1.04
Mean annual return 1.04 0.56 0.96 0.35
R-squared* 77.22 91.63 92.14 96.22
Standard deviation 6.88 10.27 10.17 16.25
Sharpe ratio 1.75 0.64 1.12 0.22
* Against standard index

Top 10 holdings

Security Net Assets  
Berkshire Hathaway Inc B (BRK.B) 5.41%  
Wells Fargo & Co (WFC) 3.95%  
Procter & Gamble Co (PG) 2.80%  
Johnson & Johnson (JNJ) 2.69%  
Chubb Ltd (CB) 2.59%  
ConocoPhillips (COP) 2.28%  
Cisco Systems Inc (CSCO) 2.28%  
Suncor Energy Inc (SU) 2.23%  
AT&T Inc (T) 2.22%  
General Electric Co (GE) 2.21%