- Fidelity Advisor Technology Fund
Fidelity Investments
- US
- Science/Technology
Summary
The fund seeks capital appreciation by investing in companies in the United States.
The investment process is designed to highlight companies that are principally engaged in offering, using, or developing products, processes, or services that will provide or will benefit significantly from technological advances and improvements.
Next, the research team evaluates a company’s financial condition and industry position, as well as market and economic conditions.
Then the manager constructs a portfolio of stocks from a list of companies in the benchmark index favored by the research team and allocates capital based on its More
Price
Last Close
$73.23 ( +2.77 )
52 Week HL
$114.92 - $69.78
Net Assets
$5370 M
Expense Ratio
0.62 %
Sector Allocation
May 31, 2021Top 10 Holdings
May 28, 2021Company Name
- Apple Inc
- Microsoft Corporation
- NVIDIA Corporation
- SALESFORCE.COM INC
- Cisco Systems
Holding
- 21.3
- 18.1
- 6.0
- 4.2
- 3.7
Company Name
- Marvell Technology
- NXP Semiconductors
- Lam Research
- Micron Technology
- Twilio Inc.
- Total
Holding
- 3.3
- 2.8
- 2.8
- 2.4
- 2.2
- 66.8%
Manager
Name
Nidhi Gupta
Leadership
Single Manager
Tenure
2003
Advisor
Performance
YTD
-29.6 %
3 Year
45.03%
5 Year
95.79%
Best
92.89%
2009
Worst
-51.63%
2008
Returns +
Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | -11.7% | -0.6% | -11.4% | 20.2% | 5.7% | 17.3% | -0.9% | 5.3% | 1.9% | 4.8% | - |
| Q2 | -14.2% | 12.1% | 36.2% | 4.7% | 8.1% | 8.9% | -0.3% | 1.4% | 5.6% | 3.8% | - |
| Q3 | - | 7.1% | 14.4% | 0.9% | 5.6% | 10.2% | 15.9% | -13.6% | 0.5% | 10.9% | - |
| Q4 | - | -1.9% | 10% | 12.5% | -23% | 5.8% | -2.3% | 10.6% | 2.2% | 9% | - |
Returns +
Monthly
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -16.4% | -0.4% | 6% | -14.7% | -6.5% | - | - | - | - | - | - | - |
| 2021 | -1.4% | 0.9% | - | 4.5% | -0.7% | 8% | 2.8% | 3.9% | 0.3% | 2% | 2.5% | -8.2% |
+
Annual
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | 0% |
Alpha
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FADTX | -30% | 15% | 52% | 47% | -9% | 49% | 12% | 2% | 11% | 31% | 17% |
| S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
| Alpha | -30% | -14% | 36% | 18% | -2% | 31% | 4% | 3% | -3% | 2% | 17% |