PDF Fidelity Advisor® New Insights Fund - Class I
Fidelity Advisor? New Insights Fund - Class I
Release Date
..............................................................................................................................................................................................................................................................................................0.3..-.3..1..-.2.1..................................
Category
Large Growth
Investment Objective & Strategy
From the investment's prospectus
The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests
in domestic and foreign issuers. The fund invests in securities of companies whose value the adviser believes is not fully recognized by the public. It invests in either "growth" stocks or "value" stocks or both. The fund 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.
Past name(s) : Fidelity Advisor New Insights I.
Volatility and Risk
Volatility as of 03-31-21
Low
Investment
Moderate
High
Category
Risk Measures as of 03-31-21
3 Yr Std Dev
3 Yr Beta
Port Avg Rel S&P 500
18.97
1.03
1.00
.
Rel Cat
0.96
0.99
Principal Risks Foreign Securities, Loss of Money, Not FDIC Insured, Growth Investing, Value Investing, Issuer, Market/Market Volatility, Equity Securities
Important Information Morningstar Investment Profiles must be accompanied by Morningstar Disclosure and Glossary.
Funds or their affiliates may pay compensation to Voya? affiliates offering a fund. Such compensation may be paid out of distribution, service and/or 12b-1 fees that are deducted from the fund's assets, and/or may be paid directly by the fund's affiliates. Any fees deducted from fund assets are discussed in the fund's prospectus and disclosed in the fund fact sheet. Because these fees are paid on an on-going basis, over time these fees will increase the cost of your investment and may cost you more than paying other types of sales charges. If offered through a retirement program, additional fees and expenses may be charged under that program. NOT A DEPOSIT. NOT FDIC INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE INSTITUTION. MAY GO DOWN IN VALUE.
Portfolio Analysis
Composition as of 02-28-21
U.S. Stocks Non-U.S. Stocks Bonds Cash Other
% Assets
86.3 10.5 0.1 1.3 1.8
Morningstar Style BoxTM as of 02-28-21
% Mkt Cap
Large Mid Small
G...i.a..n..t.........................................6..1.....0..3.
Large
26.58
Medium
10.42
S...m...a..l.l..........................................1.....8..9.
Value Blend Growth
Micro
0.09
Top 10 Holdings as of 02-28-21
% Assets
Inc
7.76
Facebook Inc A
7.47
Microsoft Corp
5.17
Alphabet Inc A
5.05
.B..e..r.k..s..h..i.r.e...H...a..t.h..a..w...a..y...I.n..c...C..l.a..s..s...A..............................................3....7..7.
Netflix Inc
3.23
Inc
2.75
NVIDIA Corp
2.58
Adobe Inc
2.32
UnitedHealth Group Inc
1.86
Morningstar Equity Sectors as of 02-28-21
% Fund
h ........C...y.c..l.i.c..a..l............................................................................3..0....6..4.
r Basic Materials
2.29
t Consumer Cyclical
15.64
y Financial Services
12.39
u Real Estate
0.32
j ........S...e..n..s..it..i.v.e...........................................................................5..4....7..2.
i Communication Services
20.17
o Energy
0.85
p Industrials
3.87
a Technology
29.83
k ........D...e..f.e..n..s..i.v..e.........................................................................1..4....6..3.
s Consumer Defensive
1.90
d Healthcare
12.54
f Utilities
0.19
Operations Gross Prosp Exp Ratio Net Prosp Exp Ratio Management Fee 12b-1 Fee Other Fee Miscellaneous Fee(s) Fund Inception Date Total Fund Assets ($mil) Annual Turnover Ratio %
Fund Family Name
0.86% of fund assets 0.86% of fund assets 0.67%
. 0.00% 0.19% 07-31-03 24,145.4 53.00 Fidelity Investments
Waiver Data
Type
.
.
Exp. Date
%
.
.
Portfolio Manager(s)
William Danoff. Since 2003.
Nidhi Gupta. Since 2020.
................................................................................................
Advisor
Fidelity Management & Research
Company LLC
Subadvisor
FMR Investment Management
(U.K.) Limited
Notes Differs from the ratios of expenses to average net assets in the Financial Highlights section of the prospectus because of acquired fund fees and expenses.
?2021 Morningstar, Inc., Morningstar Investment ProfilesTM 312-696-6000. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Past performance is no guarantee of future performance. Visit our investment website at .
?
13.1600-121 (04/21) CN1028811_1221
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