• Fidelity Advisor Equity Growth Fund

Fidelity Investments

  • US
  • Multi-Cap
  • Growth
  • Recently Viewed
  • Symbol Price
    FEKAX 12.87
    DMCAX 128.29
    BHHEX 23.7
    FEKIX 12.41
    DPDEX 19.69
    DMCCX 9.39
    USLUX 23.63
    GVDIX 9.42
    SSGMX 8.85
    GVDSX 51.33

Fidelity Advisor Equity Growth Fund

FAEGX

Summary

The fund seeks capital appreciation by investing in companies in the United States.

The investment process is designed to highlight companies in the benchmark index that exhibit above-average growth potential.

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 from a list of companies favored by the research team and allocates capital based on its conviction level.

The fund has the flexibility to invest in domestic and foreign issuers.

More

Price

Last Close

$18.67 ( +0.09 )

52 Week HL

$18.67 - $13.09

Net Assets

$1682.4 M

Expense Ratio

0.62 %

Sector Allocation

May 31, 2021

Top 10 Holdings

May 28, 2021

Company Name

  • MICROSOFT CORP
  • ALPHABET INC
  • Amazon Com
  • Apple Inc
  • UnitedHealth Group

Holding

  • 9.3
  • 9.0
  • 5.4
  • 4.2
  • 4.1

Company Name

  • NVIDIA Corporation
  • Facebook Inc
  • Adobe Inc
  • QUALCOMM Incorporated
  • Tencent Holdings
  • Total

Holding

  • 3.2
  • 3.1
  • 2.7
  • 2.2
  • 2.0
  • 45.2%

Manager

Name

Jason Weiner

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Fact Sheet

Annual Reports

Website

Link

Performance

YTD

20.9 %

3 Year

87.12%

5 Year

145.58%

Best

38.82%
1998

Worst

-47.05%
2008

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 2.9% -13.4% 16.4% 3.4% 12% -4.4% 4.5% 4% 8.1% 16.3% -
Q2 10% 29.1% 3.1% 8.6% 7.3% 1.1% 0.7% 4.3% 3.6% -6.2% -
Q3 6.8% 10.7% -2% 6.9% 6.5% 5.4% -6.6% 0.7% 11.4% 6.1% -
Q4 - 0.3% 1.3% -15.4% 4.8% -1.7% 8.4% 1.4% 8.1% -3% -

Returns +
Monthly

J F M A M J J A S O N D
2021 0.9% 1.4% 0.5% 6% -0.4% 4.2% 1.7% 4.5% 0.5% - - -
2020 2.5% -5.2% -10.9% 14.8% 6.6% 5.5% 8.8% 8.9% -3.9% -1.7% 10% -7.3%

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    20%37%34%-3%28%6%4%11%32%13%1%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
FAEGX 21%28%21%-0%35%0%7%11%35%14%-0%
Russell 3000 20%37%34%-3%28%6%4%11%32%13%1%
Alpha 1%-9%-13%3%7%-6%3%-0%3%1%-1%

FAEGX Russell 3000

Chart +