FSLZX: Fidelity Advisor® Stock Selec Mid Cp Z

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FSLZX Fidelity Advisor® Stock Selec Mid Cp Z


Profile

FSLZX - Profile

Vitals

  • YTD Return 1.5%
  • 3 Yr Annualized Return 0.8%
  • 5 Yr Annualized Return N/A
  • Net Assets $2.14 B
  • Holdings in Top 10 15.0%

52 WEEK LOW AND HIGH

$38.13
$34.00
$39.26

Expenses

OPERATING RELATED FEES

  • Expense Ratio 0.75%

SALES FEES

  • Front Load N/A
  • Deferred Load N/A

BROKERAGE FEES

  • Turnover 57.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

  • Standard (Taxable) $0
  • IRA N/A

Fund Classification


Distributions

  • YTD Total Return 1.5%
  • 3 Yr Annualized Total Return 2.4%
  • 5 Yr Annualized Total Return N/A
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio 1.14%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Annually

Fund Details

  • Legal Name
    Fidelity Advisor® Stock Selector Mid Cap Fund
  • Fund Family Name
    Fidelity Investments
  • Inception Date
    Feb 01, 2017
  • Shares Outstanding
    N/A
  • Share Class
    Inst
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Shadman Riaz

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

Performance

FSLZX - Performance

Return Ranking - Trailing

Period FSLZX Return Category Return Low Category Return High Rank in Category (%)
YTD 1.5% -5.7% 4.9% 52.44%
1 Yr 7.6% -36.9% 28.1% 46.59%
3 Yr 0.8%* -19.5% 13.2% 42.81%
5 Yr N/A* -16.1% 9.7% 8.27%
10 Yr N/A* -8.0% 13.6% 9.63%

* Annualized

Return Ranking - Calendar

Period FSLZX Return Category Return Low Category Return High Rank in Category (%)
2019 24.4% -23.6% 35.6% 36.90%
2018 -24.6% -44.3% -1.3% 77.06%
2017 N/A -13.5% 18.9% N/A
2016 N/A -16.4% 23.6% N/A
2015 N/A -40.7% -0.7% N/A

Total Return Ranking - Trailing

Period FSLZX Return Category Return Low Category Return High Rank in Category (%)
YTD 1.5% -5.7% 4.9% 52.44%
1 Yr 7.6% -36.9% 28.1% 46.59%
3 Yr 2.4%* -17.6% 13.2% 57.53%
5 Yr N/A* -13.8% 11.8% 12.99%
10 Yr N/A* -3.2% 13.6% 10.70%

* Annualized

Total Return Ranking - Calendar

Period FSLZX Return Category Return Low Category Return High Rank in Category (%)
2019 24.4% -23.6% 35.6% 36.90%
2018 -24.6% -44.3% 0.1% 85.63%
2017 N/A -8.7% 24.9% N/A
2016 N/A -4.7% 26.2% N/A
2015 N/A -40.3% 3.9% N/A

NAV & Total Return History


Holdings

FSLZX - Holdings

Concentration Analysis

FSLZX Category Low Category High FSLZX % Rank
Net Assets 2.14 B 728 K 113 B 16.10%
Number of Holdings 188 1 3273 32.49%
Net Assets in Top 10 329 M 161 K 8.09 B 25.99%
Weighting of Top 10 15.02% 2.8% 100.0% 69.77%

Top 10 Holdings

  1. OneMain Holdings Inc 2.37%
  2. AECOM 1.78%
  3. First Horizon National Corp 1.75%
  4. Nielsen Holdings PLC 1.46%
  5. Huntington Bancshares Inc 1.40%
  6. PVH Corp 1.35%
  7. Granite Construction Inc 1.28%
  8. JELD-WEN Holding Inc 1.23%
  9. HD Supply Holdings Inc 1.22%
  10. Masimo Corp 1.19%

Asset Allocation

Weighting Return Low Return High FSLZX % Rank
Stocks
97.66% 82.68% 100.11% 67.80%
Cash
2.33% -4.60% 15.18% 31.07%
Preferred Stocks
0.00% 0.00% 3.76% 69.49%
Other
0.00% -0.87% 7.21% 69.21%
Convertible Bonds
0.00% 0.00% 0.33% 68.36%
Bonds
0.00% 0.00% 5.39% 70.34%

Stock Sector Breakdown

Weighting Return Low Return High FSLZX % Rank
Financial Services
16.25% 1.64% 54.13% 50.56%
Technology
15.32% 3.52% 29.60% 62.43%
Consumer Cyclical
14.64% 4.27% 39.52% 20.06%
Industrials
14.09% 3.30% 47.98% 63.56%
Real Estate
10.70% 0.00% 30.44% 32.49%
Healthcare
10.61% 1.94% 24.89% 49.15%
Utilities
4.43% 0.00% 13.63% 51.41%
Basic Materials
4.29% 0.00% 14.34% 44.07%
Energy
3.41% 0.00% 21.15% 48.02%
Consumer Defense
3.26% 0.00% 12.15% 70.06%
Communication Services
3.00% 0.00% 31.30% 48.31%

Stock Geographic Breakdown

Weighting Return Low Return High FSLZX % Rank
US
91.44% 81.96% 100.04% 83.05%
Non US
6.22% 0.00% 15.20% 15.25%

Expenses

FSLZX - Expenses

Operational Fees

FSLZX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.75% 0.02% 10.07% 77.42%
Management Fee 0.66% 0.00% 2.00% 43.75%
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee N/A 0.01% 0.30% N/A

Sales Fees

FSLZX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 2.00% 5.75% N/A
Deferred Load N/A 1.00% 4.00% N/A

Trading Fees

FSLZX 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.

FSLZX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 57.00% 0.01% 962.00% 65.19%

Distributions

FSLZX - Distributions

Dividend Yield Analysis

FSLZX Category Low Category High FSLZX % Rank
Dividend Yield 0.00% 0.00% 44.26% 71.75%

Dividend Distribution Analysis

FSLZX Category Low Category High Category Mod
Dividend Distribution Frequency Annually Annually Quarterly Annually

Net Income Ratio Analysis

FSLZX Category Low Category High FSLZX % Rank
Net Income Ratio 1.14% -4.66% 2.06% 18.48%

Capital Gain Distribution Analysis

FSLZX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Semi-Annually Annually

Dividend Payout History

View More +

Fund Manager Analysis

FSLZX - Fund Manager Analysis

Managers

Shadman Riaz


Start Date

Tenure

Tenure Rank

Mar 25, 2011

8.86

8.9%

Since joining Fidelity Investments in 2001, Mr. Riaz has worked as a research analyst and portfolio manager.

Gordon Scott


Start Date

Tenure

Tenure Rank

Mar 25, 2011

8.86

8.9%

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 Wald


Start Date

Tenure

Tenure Rank

Mar 25, 2011

8.86

8.9%

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

Douglas Simmons


Start Date

Tenure

Tenure Rank

Mar 25, 2011

8.86

8.9%

Before joining Fidelity in 2003, Mr. Simmons worked as a financial analyst at the private equity firm Hicks, Muse, Tate & Furst. He has been in the investments industry since 1997. Mr. Simmons earned his BA in finance from The University of Texas at Austin, where he graduated with highest honors, and his MBA from Harvard Business School.

Pierre Sorel


Start Date

Tenure

Tenure Rank

Mar 25, 2011

8.86

8.9%

Mr. Sorel joined Fidelity Investments in 1998. In 2000, he began covering European autos, and then covered European banks in 2002. Mr. Sorel has worked as an equity research analyst and portfolio manager. 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.

Edward Yoon


Start Date

Tenure

Tenure Rank

Oct 15, 2012

7.3

7.3%

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.

John Mirshekari


Start Date

Tenure

Tenure Rank

Oct 31, 2016

3.25

3.3%

Mr. Mirshekari has joined Fidelity Investments since 2003 and has worked as a research analyst and portfolio manager. He is also a member of FMR’s Stock Selector Large Cap Group.

Robert Stansky


Start Date

Tenure

Tenure Rank

Apr 21, 2017

2.78

2.8%

Stansky is vice president and portfolio manager, as well a group manager of VIP Contrafund Portfolio and is responsible for assignment of managers to sectors, managing daily cash flows directing risk management and overseeing in the portfolio. He will not select individual securities in the sectors. He joined Fidelity Investments as a research analyst in 1983, and worked as a research assistant from 1984 to 1987.

Ali Khan


Start Date

Tenure

Tenure Rank

Mar 01, 2018

1.92

1.9%

Ali Khan is a research analyst and portfolio manager in the Equity division at Fidelity Investments. In this role, Mr. Khan manages Fidelity Information Technology Central Fund, along with the technology sleeves of the FIAM Small/Mid Cap Core Fund and the IT and Telecom sleeves of the Fidelity Stock Selector Mid-Cap Fund. He also manages the Fidelity Select Software and IT services portfolio and provides research coverage for the software industry including Apple, Microsoft, Oracle, Adobe, and Salesforce.com. Additionally, he co-manages the Fidelity Stock Selector All Cap Fund. Mr. Khan earned his bachelor of arts degree in economics and political science from Amherst College.

Tenure Analysis

Category Low Category High Category Average Category Mode
0.16 32.83 6.16 0.61