Nasdaq - Delayed Quote USD

Fidelity Advisor Mega Cap Stock Z (FZALX)

27.04
+0.27
+(1.01%)
At close: 8:01:49 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 5.10%
5y Average Return 16.59%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Jan 22, 2025) 31.31%
Worst 1Y Total Return (Jan 22, 2025) --
Best 3Y Total Return 31.31%
Worst 3Y Total Return 7.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FZALX
Category
YTD
26.10%
5.31%
1-Month
-2.50%
-4.19%
3-Month
2.46%
3.90%
1-Year
26.10%
20.31%
3-Year
13.31%
6.48%
5-Year
15.76%
11.78%
10-Year
12.89%
10.96%
Last Bull Market
18.09%
25.56%
Last Bear Market
-15.62%
-15.11%

Annual Total Return (%) History

Year
FZALX
Category
2024
26.10%
--
2023
26.63%
22.32%
2022
-8.89%
-16.96%
2021
26.40%
26.07%
2020
13.05%
15.83%
2019
31.31%
28.78%
2018
-7.10%
-6.27%
2017
17.97%
20.44%

2016
13.84%
10.37%
2015
-1.29%
-1.07%
2014
11.75%
10.96%
2013
--
31.50%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.63% 5.43% 4.57% 2.46%
2023 7.80% 7.51% -0.91% 10.26%
2022 0.42% -15.62% -5.73% 14.05%
2021 11.93% 7.42% -1.58% 6.81%
2020 -22.94% 17.49% 5.01% 18.91%
2019 12.57% 3.37% 0.94% 11.80%
2018 -2.94% 3.62% 7.44% -14.03%
2017 4.21% 2.49% 4.32% 5.88%
2016 -0.90% 1.43% 6.51% 6.34%
2015 -0.24% 1.71% -8.52% 6.35%

2014 1.63% 4.93% 1.34% 3.41%
2013 10.40% -- -- --

Rank in Category (By Total Return)

YTD 13
1-Month 29
3-Month 29
1-Year 13
3-Year 2
5-Year 4

Load Adjusted Returns

1-Year 26.10%
3-Year 13.31%
5-Year 15.76%
10-Year 12.89%

Performance & Risk

YTD Return 5.10%
5y Average Return 16.59%
Rank in Category (ytd) 13
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Fidelity Investments
Net Assets 3.46B
YTD Return 26.10%
Yield 1.16%
Morningstar Rating
Inception Date Dec 28, 1998

Fund Summary

The fund invests at least 80% of its assets in common stocks of companies with mega market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell Top 200® Index or the S&P 100® Index). It invests in domestic and foreign issuers and invests in either "growth" stocks or "value" stocks or both. The adviser uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

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