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Fidelity Advisor® New Insights I FINSX

Analyst rating as of
NAV / 1-Day Return
30.88  /  3.38 %
Total Assets
19.4 Bil
Adj. Expense Ratio
0.680%
Expense Ratio
0.680%
Fee Level
Average
Longest Manager Tenure
18.90 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
29%

Morningstar’s Analysis

Will FINSX outperform in future?

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

Fidelity Advisor New Insights Has Recently Shifted Its Sleeve Allocations; Ratings Unchanged

Analyst Note

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Fidelity has recently shifted Fidelity Advisor New Insights' asset allocation from one sleeve manager to another. Nidhi Gupta now runs 40% of Fidelity Advisor New Insights' assets--up from 20% in early 2022. Will Danoff now manages 60%. The move is unsurprising given Fidelity's guidance that upon Gupta's mid-2020 arrival as comanager that her allocation would start at the shorter end of a range between 20% and 40% and is now back to the typical level that had been in place for most of the sleeve's life. The strategy's Morningstar Analyst Ratings are unchanged.

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