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Fidelity Advisor Founders I (FIFVX)

20.75
+0.33
+(1.62%)
At close: 8:00:46 PM EDT
Loading Chart for FIFVX
  • Previous Close 20.42
  • YTD Return -7.32%
  • Expense Ratio 0.70%
  • Category Large Growth
  • Last Cap Gain 53.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 175.11M
  • Beta (5Y Monthly) 1.17
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 31.00%
  • Last Dividend 0.03
  • Inception Date Feb 14, 2019

The fund normally invests primarily in equity securities of founder-involved companies. Founder-involved companies are those for which, at the time of the fund's initial purchase, a founder is a member of the senior management team or the company's board of directors. The fund uses quantitative analysis to evaluate growth potential, valuation, liquidity, and investment risk, along with fundamental analysis of factors such as each issuer's financial condition, its industry position, and market and economic conditions to select investments.

Fidelity Investments

Fund Family

Large Growth

Fund Category

175.11M

Net Assets

2019-02-14

Inception Date

Performance Overview: FIFVX

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Trailing returns as of 4/9/2025. Category is Large Growth.

YTD Return

FIFVX
7.32%
Category
12.38%
 

1-Year Return

FIFVX
5.69%
Category
41.70%
 

3-Year Return

FIFVX
9.19%
Category
22.56%
 

5-Year Return

FIFVX
19.12%
Category
21.98%
 

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Holdings: FIFVX

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Sector Weightings

SectorFIFVX
Technology   27.69%
Healthcare   8.14%
Industrials   4.78%
Real Estate   3.44%
Energy   2.86%
Utilities   0.00%

Recent News: FIFVX

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Research Reports: FIFVX

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