Nasdaq - Delayed Quote USD

Fidelity Advisor Financials A (FAFDX)

38.00
+0.47
+(1.25%)
At close: 8:01 PM EST
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DELL
  • Previous Close 37.53
  • YTD Return 26.13%
  • Expense Ratio 1.01%
  • Category Financial
  • Last Cap Gain 28.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 551.86M
  • Beta (5Y Monthly) 0.98
  • Yield 1.82%
  • 5y Average Return --
  • Holdings Turnover 44.00%
  • Last Dividend 0.64
  • Inception Date Sep 3, 1996

The fund normally invests primarily in common stocks. It normally invests at least 80% of assets in securities of companies principally engaged in providing financial services to consumers and industry. The fund invests in domestic and foreign issuers. It 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.

Fidelity Investments

Fund Family

Financial

Fund Category

551.86M

Net Assets

1996-09-03

Inception Date

Performance Overview: FAFDX

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Trailing returns as of 11/20/2024. Category is Financial.

YTD Return

FAFDX
26.13%
Category
23.64%
?

1-Year Return

FAFDX
54.05%
Category
61.45%
?

3-Year Return

FAFDX
8.41%
Category
10.74%
?

5-Year Return

FAFDX
13.39%
Category
14.55%
?

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Holdings: FAFDX

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Top 10 Holdings (38.08% of Total Assets)

SymbolCompany% Assets
MA
Mastercard Incorporated 10.17%
WFC
Wells Fargo & Company 5.83%
BAC
Bank of America Corporation 4.87%
APO
Apollo Global Management, Inc. 2.87%
C
Citigroup Inc. 2.85%
MTB
M&T Bank Corporation 2.52%
MS
Morgan Stanley 2.46%
CB
Chubb Limited 2.35%
RGA
Reinsurance Group of America, Incorporated 2.11%
MMC
Marsh & McLennan Companies, Inc. 2.05%

Sector Weightings

Recent News: FAFDX

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Research Reports: FAFDX

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