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Fidelity Advisor Equity Growth Fund (EPGAX)

19.90 -0.10 (-0.50%)
At close: 8:01 PM EDT

Fund Summary

The fund normally invests at least 80% of its assets in equity securities. It invests primarily in common stocks. The fund invests in companies the advisor believes have above-average growth potential (stocks of these companies are often called "growth" stocks). It invests in domestic and foreign issuers. The advisor 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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 43.42%
Worst 1Y Total Return --
Number of Years Up 20
Number of Years Down 7

Performance & Risk

YTD Return 16.51%
5y Average Return 18.58%
Rank in Category (ytd) 10
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
EPGAXCategory AverageEPGAXCategory AverageEPGAXCategory Average
Alpha 0.15 0.03 3.34 0.04 2.66 0.01
BETA 1.04 0.01 1.01 0.01 1.01 0.01
Mean Annual Return 0.81 0.02 1.47 0.02 1.31 0.01
R-squared 90.99 0.89 90.56 0.87 88.18 0.87
Standard Deviation 19.38 0.2 19.61 0.16 16.44 0.15
Sharpe Ratio 0.35 0.01 0.79 0.01 0.86 0.01
Treynor Ratio 4.85 0.21 14.54 0.21 13.66 0.15

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