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Fidelity Advisor Stk Selec Lg Cp Val I (FLUIX)

27.29
-0.03
(-0.11%)
At close: 8:03:49 PM EDT
Loading Chart for FLUIX
  • Previous Close 27.32
  • YTD Return 4.13%
  • Expense Ratio 0.87%
  • Category Large Value
  • Last Cap Gain 22.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 683.87M
  • Beta (5Y Monthly) 0.91
  • Yield 1.15%
  • 5y Average Return --
  • Holdings Turnover 72.00%
  • Last Dividend 0.02
  • Inception Date Feb 13, 2007

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.

Fidelity Investments

Fund Family

Large Value

Fund Category

683.87M

Net Assets

2007-02-13

Inception Date

Performance Overview: FLUIX

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Trailing returns as of 3/31/2025. Category is Large Value.

YTD Return

FLUIX
4.13%
Category
4.44%
 

1-Year Return

FLUIX
17.74%
Category
14.37%
 

3-Year Return

FLUIX
10.28%
Category
6.04%
 

5-Year Return

FLUIX
14.34%
Category
9.20%
 

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Holdings: FLUIX

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Sector Weightings

SectorFLUIX
Healthcare   14.53%
Industrials   12.58%
Technology   11.73%
Energy   6.80%
Real Estate   4.57%
Utilities   4.21%

Recent News: FLUIX

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Research Reports: FLUIX

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