FMCBX: Fidelity Advisor® Stock Selec Mid Cp B

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FMCBX Fidelity Advisor® Stock Selec Mid Cp B


Profile

FMCBX - Profile

Vitals

  • YTD Return N/A
  • 3 Yr Annualized Return 6.5%
  • 5 Yr Annualized Return 7.5%
  • Net Assets $2.02 B
  • Holdings in Top 10 20.2%

52 WEEK LOW AND HIGH

N/A
N/A
N/A

Expenses

OPERATING RELATED FEES

  • Expense Ratio 1.83%

SALES FEES

  • Front Load N/A
  • Deferred Load 5.00%

BROKERAGE FEES

  • Turnover 109.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

Closed to new investors as of Sep 01, 2010
  • Standard (Taxable) $2,500
  • IRA $500

Fund Classification

  • Primary Caregory N/A
  • Fund Type Open End Mutual Fund
  • Investment Style Mid-Cap Growth

Distributions

  • YTD Total Return N/A
  • 3 Yr Annualized Total Return 5.6%
  • 5 Yr Annualized Total Return 7.2%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio -0.61%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Annually

Fund Details

  • Legal Name
    Fidelity Advisor® Stock Selector Mid Cap Fund
  • Fund Family Name
    N/A
  • Inception Date
    Feb 20, 1996
  • Shares Outstanding
    N/A
  • Share Class
    B
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Douglas Simmons

Fund Description

The fund normally invests at least 80% of assets in stocks of companies with medium market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell Midcap® Index or the S&P MidCap 400® Index). It potentially invests in companies with smaller or larger market capitalizations. The fund invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both.


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Categories

FMCBX - Mutual Fund Categories


Performance

FMCBX - Performance

Return Ranking - Trailing

Period FMCBX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -45.8% 40.0% N/A
1 Yr -6.7% -46.5% 22.0% N/A
3 Yr 6.5%* -23.8% 24.9% N/A
5 Yr 7.5%* -30.7% 15.1% N/A
10 Yr 4.6%* -12.0% 18.0% N/A

* Annualized

Return Ranking - Calendar

Period FMCBX Return Category Return Low Category Return High Rank in Category (%)
2019 N/A -52.1% 9.2% N/A
2018 N/A -38.9% 36.0% N/A
2017 N/A -61.7% 27.9% N/A
2016 N/A -82.5% 12.2% N/A
2015 N/A -23.5% 17.9% N/A

Total Return Ranking - Trailing

Period FMCBX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -45.8% 40.0% N/A
1 Yr -11.3% -46.5% 23.5% N/A
3 Yr 5.6%* -21.1% 26.3% N/A
5 Yr 7.2%* -24.8% 16.7% N/A
10 Yr 4.6%* -5.8% 20.6% N/A

* Annualized

Total Return Ranking - Calendar

Period FMCBX Return Category Return Low Category Return High Rank in Category (%)
2019 N/A -51.7% 12.2% N/A
2018 N/A -7.0% 56.2% N/A
2017 N/A -61.7% 27.9% N/A
2016 N/A -54.0% 12.2% N/A
2015 N/A -23.5% 18.1% N/A

NAV & Total Return History


Holdings

FMCBX - Holdings

Concentration Analysis

FMCBX Category Low Category High FMCBX % Rank
Net Assets 2.02 B 1.44 M 32.8 B N/A
Number of Holdings 186 7 2229 N/A
Net Assets in Top 10 407 M 616 K 7.12 B N/A
Weighting of Top 10 20.22% 6.7% 95.0% N/A

Top 10 Holdings

  1. AMETEK Inc 4.07%
  2. Roper Technologies Inc 3.72%
  3. Ecolab Inc 1.86%
  4. Teledyne Technologies Inc 1.80%
  5. PPG Industries Inc 1.60%
  6. Verisk Analytics Inc 1.57%
  7. IDEX Corp 1.57%
  8. Arthur J. Gallagher & Co 1.43%
  9. Capital One Financial Corp 1.41%
  10. Hubbell Inc 1.18%

Asset Allocation

Weighting Return Low Return High FMCBX % Rank
Stocks
96.53% 9.24% 127.86% N/A
Cash
3.46% -27.86% 90.76% N/A
Preferred Stocks
0.00% 0.00% 8.95% N/A
Other
0.00% -9.13% 30.34% N/A
Convertible Bonds
0.00% 0.00% 0.59% N/A
Bonds
0.00% 0.00% 28.62% N/A

Stock Sector Breakdown

Weighting Return Low Return High FMCBX % Rank
Industrials
17.27% 0.00% 40.82% N/A
Technology
14.57% 0.00% 69.27% N/A
Financial Services
14.42% 0.00% 39.48% N/A
Consumer Cyclical
11.72% 0.00% 47.93% N/A
Real Estate
9.28% 0.00% 48.22% N/A
Healthcare
8.64% 0.00% 62.34% N/A
Consumer Defense
5.76% 0.00% 17.24% N/A
Basic Materials
5.58% 0.00% 13.78% N/A
Utilities
5.24% 0.00% 10.95% N/A
Energy
3.93% 0.00% 14.07% N/A
Communication Services
0.10% 0.00% 11.66% N/A

Stock Geographic Breakdown

Weighting Return Low Return High FMCBX % Rank
US
93.02% 7.34% 123.93% N/A
Non US
3.51% 0.00% 70.47% N/A

Expenses

FMCBX - Expenses

Operational Fees

FMCBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 1.83% 0.07% 6.14% N/A
Management Fee 0.49% 0.06% 1.50% N/A
12b-1 Fee 1.00% 0.00% 1.00% N/A
Administrative Fee N/A 0.01% 0.72% N/A

Sales Fees

FMCBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 0.00% 5.75% N/A
Deferred Load 5.00% 1.00% 5.50% N/A

Trading Fees

FMCBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.05% 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.

FMCBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 109.00% 1.85% 495.00% N/A

Distributions

FMCBX - Distributions

Dividend Yield Analysis

FMCBX Category Low Category High FMCBX % Rank
Dividend Yield 0.00% 0.00% 0.05% N/A

Dividend Distribution Analysis

FMCBX Category Low Category High Category Mod
Dividend Distribution Frequency Annually Annually Semi-Annually Annually

Net Income Ratio Analysis

FMCBX Category Low Category High FMCBX % Rank
Net Income Ratio -0.61% -2.55% 4.79% N/A

Capital Gain Distribution Analysis

FMCBX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Annually Annually

Dividend Payout History

View More +

Fund Manager Analysis

FMCBX - Fund Manager Analysis

Managers

Douglas Simmons


Start Date

Tenure

Tenure Rank

Mar 25, 2011

5.19

5.2%

Douglas Simmons is co-manager of the fund, which he has managed since November 2009, and is manager of Fidelity Utilities Central Fund. He also manages other Fidelity funds. Mr. Simmons joined Fidelity Investments in 2003 after receiving his MBA from Harvard Business School. He is also a member of FMR's Multi-Manager Group.

Edward L. Yoon


Start Date

Tenure

Tenure Rank

Oct 15, 2012

3.63

3.6%

Edward Yoon is a manager. Since joining Fidelity Investments in 2006, Mr. Yoon has served as a research analyst and portfolio manager. Prior to joining Fidelity, he worked for JPMorgan Asset Management as a research analyst and co-fund manager from 2002 until 2006. Mr. Yoon received a BA in business economics from Brown University in 2002.

Christopher Lin


Start Date

Tenure

Tenure Rank

May 31, 2016

0.0

0.0%

Christopher Lin is portfolio manager of Computers Portfolio, which he has managed since January 2013. Since joining Fidelity Investments in 2003, Mr. Lin has worked as a research analyst and portfolio manager.

Shadman Riaz


Start Date

Tenure

Tenure Rank

Mar 25, 2011

5.19

5.2%

Shadman Riaz is co-manager of Series Small Cap Opportunities Fund, which he has managed since October 2009. Since joining Fidelity Investments in 2001, Mr. Riaz has served as a research analyst and portfolio manager.

Monty Kori


Start Date

Tenure

Tenure Rank

Mar 25, 2011

5.19

5.2%

Mr. Kori has worked as a research analyst and portfolio manager, since joining Fidelity Investments in 2006.

Gordon Scott


Start Date

Tenure

Tenure Rank

Mar 25, 2011

5.19

5.2%

Gordon Scott is a portfolio manager at Fidelity Management & Research Company (FMRCo), the investment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. Prior to assuming his current management responsibilities, Gordon was responsible for the coverage of stocks within the Consumer Discretionary sector. Previously, Gordon was a research associate covering transportation and machinery stocks at FMRCo from 2005 to 2008. He has been in the investments industry since joining Fidelity in 2005. Gordon earned his bachelor of business administration degree and his master of science degree in finance from the University of Wisconsin-Madison. He is also a Chartered Financial Analyst (CFA) charterholder.

Samuel J. Wald


Start Date

Tenure

Tenure Rank

Mar 25, 2011

5.19

5.2%

Wald is a vice president and portfolio manager with Fidelity Investments. Since joining the firm in 1996, he has worked as a research analyst, associate portfolio manager and manager.

Pierre Sorel


Start Date

Tenure

Tenure Rank

Mar 25, 2011

5.19

5.2%

Mr. Sorel joined Fidelity in 1998. In 2000, he began covering European autos, and then covered European banks in 2002. He was promoted to portfolio manager for Fidelity Financial Services Fund for European investors in February 2005. Prior to Fidelity, Mr. Sorel worked as a consultant at Oliver, Wyman & Company in New York. He holds a Bachelor of Science degree in electrical engineering and a bachelor of arts degree in economics from Brown University, Rhode Island. He also holds a masters degree in computer engineering from Princeton University and an MBA from INSEAD, France.

Tenure Analysis

Category Low Category High Category Average Category Mode
0.16 17.76 3.84 2.33