Nasdaq - Delayed Quote USD

Fidelity Advisor Stk Selec Lg Cp Val C (FLUEX)

26.14
+0.02
+(0.08%)
At close: 8:05:51 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.07%
5y Average Return 13.95%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (May 29, 2025) 30.81%
Worst 1Y Total Return (May 29, 2025) --
Best 3Y Total Return 30.81%
Worst 3Y Total Return 4.47%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FLUEX
Category
YTD
-1.96%
4.44%
1-Month
-2.98%
-4.04%
3-Month
-6.49%
4.09%
1-Year
8.90%
14.37%
3-Year
8.26%
6.04%
5-Year
13.71%
9.20%
10-Year
7.31%
8.57%
Last Bull Market
17.98%
22.97%
Last Bear Market
-12.37%
-11.27%

Annual Total Return (%) History

Year
FLUEX
Category
2025
--
--
2024
15.92%
--
2023
13.20%
11.63%
2022
-6.50%
-5.90%
2021
24.26%
26.22%
2020
3.01%
2.91%
2019
23.23%
25.04%
2018
-10.19%
-8.53%

2017
11.05%
15.94%
2016
14.75%
14.81%
2015
-4.85%
-4.05%
2014
12.22%
10.21%
2013
30.81%
31.21%
2012
14.96%
14.57%
2011
-1.30%
-0.75%
2010
8.13%
13.66%
2009
14.54%
24.13%
2008
-40.34%
-37.09%
2007
--
1.42%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.05% -- -- --
2024 9.19% -2.64% 9.27% -0.21%
2023 0.98% 3.95% -1.81% 9.83%
2022 0.35% -12.37% -6.85% 14.15%
2021 11.42% 5.46% -1.28% 7.13%
2020 -28.17% 15.44% 5.35% 17.93%
2019 10.50% 3.82% 0.77% 6.60%
2018 -4.12% 1.76% 4.78% -12.15%
2017 2.75% 0.43% 3.52% 3.95%
2016 2.01% 2.96% 2.94% 6.13%

2015 0.24% 0.00% -8.84% 4.13%
2014 3.14% 5.37% -1.11% 4.41%
2013 12.14% 3.09% 5.48% 7.28%
2012 10.25% -3.04% 6.45% 1.03%
2011 5.58% -0.36% -17.57% 13.82%
2010 5.39% -12.68% 8.11% 8.69%
2009 -18.12% 14.70% 19.22% 2.30%
2008 -11.76% -2.98% -9.05% -23.39%
2007 4.45% 0.06% -4.19% --

Rank in Category (By Total Return)

YTD 57
1-Month 44
3-Month 67
1-Year 34
3-Year 43
5-Year 44

Load Adjusted Returns

1-Year 7.91%
3-Year 8.26%
5-Year 13.71%
10-Year 7.31%

Performance & Risk

YTD Return 2.07%
5y Average Return 13.95%
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Fidelity Investments
Net Assets 646.62M
YTD Return -1.96%
Yield 0.25%
Morningstar Rating
Inception Date Nov 15, 2001

Fund Summary

The fund normally invests at least 80% of assets in stocks of companies with large market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell 1000® Index or the S&P 500® Index). It invests in securities of companies that the adviser believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry.

Related Tickers