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Morningstar

Fidelity Advisor® Value Leaders I FVLIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 21.58  /  0.14 %
  • Total Assets 42.9 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.900%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.80%
  • Turnover 39%

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis FVLIX

Will FVLIX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FVLIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FVLIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of FVLIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Strength in Fidelity Advisor® Value Leaders I’s People Pillar and Parent Pillar drive this strategy's Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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