Advertisement
Skip to Content

Fidelity Advisor® Value A FAVFX

Quantitative rating as of
  • NAV / 1-Day Return 33.20  /  2.25 %
  • Total Assets 396.6 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.39%
  • Turnover 67%

Morningstar’s Analysis FAVFX

Will FAVFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

|

A lowering of its Process Pillar rating is the primary driver of Fidelity Advisor® Value A's downgrade to a Morningstar Quantitative Rating of Neutral from Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

Unlock our full analysis with Morningstar Investor