2 / 5 Stars
5 5 3 3 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#28 in Mid-Cap Value
U.S. News evaluated 109 Mid-Cap Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 24.81 percent over the past year, 14.02 percent over the past three years, 26.46 percent over the past five years, and 8.35 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||3.7%|
|3 Years (Annualized)||14.0%|
|5 Years (Annualized)||26.5%|
|10 Years (Annualized)||8.4%|
The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests in securities of companies that possess valuable fixed assets or that Fidelity Management & Research Company (FMR) believes are undervalued in the marketplace in relation to factors such as assets, earnings, or growth potential (stocks of these companies are often called "value" stocks). The fund focuses investments in medium-sized companies, but also may invest substantially in larger or small companies. It invests in domestic and foreign issuers.
Fees are Low compared to funds in the same category.
Fidelity Advisor® Value Fund has an expense ratio of 1.23 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.