3 / 5 Stars
3 2 3 3 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 117 Small 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 19.29 percent over the past year, 13.16 percent over the past three years, and 22.54 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-5.2%|
|3 Years (Annualized)||13.2%|
|5 Years (Annualized)||22.5%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests at least 80% of assets in securities of companies with small market capitalizations. The fund invests in securities of companies that Fidelity Management & Research Company (FMR) 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 (stocks of these companies are often called "value" stocks). It invests in domestic and foreign issuers.
Fees are High compared to funds in the same category.
Fidelity Advisor Small Cap Value Fund has an expense ratio of 2.12 percent.
Risk is Average compared to funds in the same category according to Morningstar.