Fidelity Advisor® New Insights I

Snapshot

Compare

Profile

Performance

FINSX - Snapshot

Vitals

YTD Return 16.7%
3 Yr Annualized Return 14.6%
5 Yr Annualized Return 15.3%
Net Assets $24.2 B
Holdings in Top 10 46.3%

52 WEEK LOW AND HIGH

$38.10

$23.83

$40.03

Expenses

OPERATING RELATED FEES

Expense Ratio 0.82%

SALES FEES

Front Load N/A
Deferred Load N/A

BROKERAGE FEES

Turnover 27.00%

TRADING FEES

Max Redemption Fee N/A

Min Investment

Standard (Taxable) $0
IRA $500

Fund Classification

Primary Theme
U.S. Large-Cap Growth Equity
Fund Type Open End Mutual Fund
Investment Style Large Growth

Overview

Income Profile

Income Risk

Returns Profile

Allocations

Expenses

About

American Funds The Growth Fund of America®

Fund

$62.73

+0.58%

$225.37 B

0.61%

$0.38

22.69%

0.63%

Invesco QQQ Trust

QQQ | ETF |

$284.74

+0.20%

$134.60 B

0.56%

$1.58

31.92%

0.20%

Fidelity® Contrafund® Fund

Fund

$17.12

+0.77%

$130.71 B

0.00%

$0.00

24.87%

0.85%

Vanguard Growth Index Fund

VUG | ETF |

$234.28

+0.49%

$130.28 B

0.75%

$1.74

26.42%

0.04%

Vanguard Growth Index Fund

Fund

$118.52

-1.76%

$130.28 B

0.45%

$0.55

26.26%

0.17%

FINSX - Profile

Distributions

YTD Total Return 16.7%
3 Yr Annualized Total Return 14.6%
5 Yr Annualized Total Return 15.3%
Capital Gain Distribution Frequency None
Net Income Ratio 0.46%

DIVIDENDS

Dividend Yield 0.0%
Dividend Distribution Frequency None

Fund Details

Legal Name

Fidelity Advisor® New Insights Fund
Fund Family Name

Fidelity Investments
Inception Date

Jul 31, 2003
Shares Outstanding

N/A
Share Class

Inst
Currency

USD
Domiciled Country

United States
Manager

William Danoff

Fund Description

The fund invests primarily in common stocks. It invests in domestic and foreign issuers. The fund invests in securities of companies whose value the adviser believes is not fully recognized by the public. It invests in either "growth" stocks or "value" stocks or both. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments.

FINSX - Performance

Return Ranking - Trailing

Period	FINSX Return	Category Return Low	Category Return High	Rank in Category (%)
YTD	16.7%	-69.9%	103.5%	72.37%
1 Yr	23.9%	-9.0%	155.9%	72.75%
3 Yr	14.6%*	-5.1%	45.9%	74.77%
5 Yr	15.3%*	-9.5%	35.0%	69.06%
10 Yr	13.8%*	5.5%	23.4%	74.50%

* Annualized

Return Ranking - Calendar

Period	FINSX Return	Category Return Low	Category Return High	Rank in Category (%)
2019	21.2%	-28.8%	76.0%	64.97%
2018	-15.3%	-64.5%	10.6%	69.94%
2017	18.9%	-68.7%	64.3%	55.22%
2016	1.2%	-56.6%	15.3%	39.24%
2015	-1.9%	-82.5%	11.4%	41.10%

Total Return Ranking - Trailing

Period	FINSX Return	Category Return Low	Category Return High	Rank in Category (%)
YTD	16.7%	-69.3%	103.5%	71.92%
1 Yr	23.9%	-10.5%	153.3%	69.96%
3 Yr	14.6%*	-7.0%	45.9%	73.26%
5 Yr	15.3%*	-10.5%	35.0%	67.60%
10 Yr	13.8%*	5.5%	23.4%	73.56%

* Annualized

Total Return Ranking - Calendar

Period	FINSX Return	Category Return Low	Category Return High	Rank in Category (%)
2019	21.2%	-28.8%	76.0%	65.13%
2018	-4.4%	-64.5%	16.5%	33.65%
2017	28.4%	-24.8%	64.3%	35.96%
2016	6.6%	-56.6%	17.1%	20.07%
2015	-1.4%	-38.0%	17.3%	69.28%

NAV & Total Return History

FINSX - Holdings

Concentration Analysis

	FINSX	Category Low	Category High	FINSX % Rank
Net Assets	24.2 B	10.3 K	225 B	7.72%
Number of Holdings	378	1	2370	6.02%
Net Assets in Top 10	12.3 B	425 K	89.8 B	6.53%
Weighting of Top 10	46.30%	10.7%	100.0%	44.96%

Top 10 Holdings

Amazon.com Inc 9.01%
Facebook Inc A 8.19%
Microsoft Corp 5.89%
Salesforce.com Inc 4.30%
Alphabet Inc A 4.11%
Adobe Inc 3.57%
Netflix Inc 3.31%
Netflix Inc 3.31%
Netflix Inc 3.31%
Netflix Inc 3.31%

Asset Allocation

	Weighting	Return Low	Return High	FINSX % Rank
Stocks	96.69%	56.28%	112.08%	79.45%
Cash	2.11%	-12.08%	40.08%	26.71%
Other	1.06%	-7.45%	18.94%	3.85%
Bonds	0.08%	-0.47%	13.73%	2.60%
Preferred Stocks	0.05%	0.00%	2.39%	11.32%
Convertible Bonds	0.00%	0.00%	6.89%	9.36%

Stock Sector Breakdown

	Weighting	Return Low	Return High	FINSX % Rank
Technology	31.43%	0.00%	54.96%	54.57%
Communication Services	19.09%	0.00%	67.67%	13.35%
Consumer Cyclical	15.00%	0.00%	44.53%	57.04%
Healthcare	14.13%	0.00%	69.42%	49.64%
Financial Services	10.12%	0.00%	41.61%	49.42%
Consumer Defense	3.07%	0.00%	18.61%	57.76%
Basic Materials	3.05%	0.00%	13.33%	15.31%
Industrials	2.52%	0.00%	27.72%	82.37%
Real Estate	0.79%	0.00%	23.28%	68.51%
Energy	0.67%	0.00%	19.81%	19.52%
Utilities	0.13%	0.00%	11.79%	29.61%

Stock Geographic Breakdown

	Weighting	Return Low	Return High	FINSX % Rank
US	87.42%	54.86%	106.92%	79.54%
Non US	9.27%	0.00%	36.31%	23.73%

Bond Sector Breakdown

	Weighting	Return Low	Return High	FINSX % Rank
Cash & Equivalents	96.10%	0.00%	100.00%	86.73%
Corporate	3.90%	0.00%	100.00%	11.02%
Derivative	0.00%	0.00%	93.17%	10.34%
Securitized	0.00%	0.00%	35.58%	7.50%
Municipal	0.00%	0.00%	24.26%	7.57%
Government	0.00%	0.00%	98.46%	9.30%

Bond Geographic Breakdown

	Weighting	Return Low	Return High	FINSX % Rank
US	0.08%	-0.47%	13.73%	2.61%
Non US	0.00%	0.00%	2.03%	7.33%

FINSX - Expenses

Operational Fees

	FINSX Fees (% of AUM)	Category Return Low	Category Return High	Rank in Category (%)
Expense Ratio	0.82%	0.01%	23.28%	66.74%
Management Fee	0.64%	0.00%	1.50%	50.65%
12b-1 Fee	N/A	0.00%	1.00%	N/A
Administrative Fee	N/A	0.01%	1.02%	N/A

Sales Fees

	FINSX Fees (% of AUM)	Category Return Low	Category Return High	Rank in Category (%)
Front Load	N/A	0.50%	8.50%	N/A
Deferred Load	N/A	1.00%	5.50%	N/A

Trading Fees

	FINSX Fees (% of AUM)	Category Return Low	Category Return High	Rank in Category (%)
Max Redemption Fee	N/A	0.50%	2.00%	N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

	FINSX Fees (% of AUM)	Category Return Low	Category Return High	Rank in Category (%)
Turnover	27.00%	0.00%	464.00%	29.89%

FINSX - Distributions

Dividend Yield Analysis

	FINSX	Category Low	Category High	FINSX % Rank
Dividend Yield	0.00%	0.00%	18.65%	13.03%

Dividend Distribution Analysis

	FINSX	Category Low	Category High	Category Mod
Dividend Distribution Frequency	None	Annually	Annually	Annually

Net Income Ratio Analysis

	FINSX	Category Low	Category High	FINSX % Rank
Net Income Ratio	0.46%	-8.87%	2.43%	26.98%

Capital Gain Distribution Analysis

	FINSX	Category Low	Category High	Capital Mode
Capital Gain Distribution Frequency	None	Annually	Annually	Annually

Dividend Payout History

Date	Amount
Feb 17, 2009	$0.015
Dec 29, 2008	$0.022
Dec 31, 2007	$0.103
Dec 26, 2006	$0.086
Feb 09, 2004	$0.010
Dec 29, 2003	$0.035

View More +

FINSX - Fund Manager Analysis

Managers

William Danoff

Start Date

Tenure

Tenure Rank

Jul 31, 2003

17.18

17.2%

Mr. Danoff has worked as a research analyst and portfolio manager since joining Fidelity Investments in 1986. Prior to joining the firm, he was a research analyst for Furman Selz in New York City, covering advertising stocks and special situations.

Nidhi Gupta

Start Date

Tenure

Tenure Rank

Jun 01, 2020

0.33

0.3%

Nidhi Gupta has joined Fidelity Investments in 2008 and worked as an equity research analyst and portfolio manager.

Tenure Analysis

Category Low	Category High	Category Average	Category Mode
0.06	52.78	7.84	0.75

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Fidelity Advisor® New Insights I

FINSX - Snapshot

Vitals

52 WEEK LOW AND HIGH

Expenses

OPERATING RELATED FEES

SALES FEES

BROKERAGE FEES

TRADING FEES

Min Investment

Fund Classification

FINSX - Profile

Distributions

Fund Details

Fund Description

FINSX - Performance

Return Ranking - Trailing

Return Ranking - Calendar

Total Return Ranking - Trailing

Total Return Ranking - Calendar

NAV & Total Return History

FINSX - Holdings

Concentration Analysis

Top 10 Holdings

Asset Allocation

Stock Sector Breakdown

Stock Geographic Breakdown

Bond Sector Breakdown

Bond Geographic Breakdown

FINSX - Expenses

Operational Fees

Sales Fees

Trading Fees

Related Fees

FINSX - Distributions

Dividend Yield Analysis

Dividend Distribution Analysis

Net Income Ratio Analysis

Capital Gain Distribution Analysis

Dividend Payout History

FINSX - Fund Manager Analysis

Managers

William Danoff

Nidhi Gupta

Tenure Analysis

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