• Fidelity Advisor Series Growth Opportunities Fund

Fidelity Investments
US, Multi-Cap Growth

  • Recently Viewed
  • Symbol Price
    DPDEX 19.69
    DMCCX 9.39
    FEKAX 12.87
    DMCAX 128.29
    BHHEX 23.7
    FEKIX 12.41
    USLUX 23.63
    GVDIX 9.42
    SSGMX 8.85
    LQTVX 7.98

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Fidelity Advisor Series Growth Opportunities Fund

FAOFX

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.

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Strategy Process Research Risk Philosophy

Price

Last Close

$19.57 ( +0.12 )

52 Week HL

$19.57 - $13.14

Net Assets

$793.46 M

Expense Ratio

0.01 %

Sector Allocation

May 31, 2021

Top 10 Holdings

May 28, 2021

Company Name

  • Microsoft Corp
  • Alphabet, Inc.
  • Amazon.com, Inc
  • Apple, Inc
  • Facebook, Inc

Holding

  • 6.5
  • 4.7
  • 4.5
  • 3.6
  • 3.4

Company Name

  • Sea Ltd.
  • NVIDIA Corp
  • T-Mobile U.S.,
  • UnitedHealth Group,
  • Salesforce.com, Inc
  • Total

Holding

  • 2.6
  • 2.3
  • 1.7
  • 1.7
  • 1.7
  • 32.7%

Manager

Name

Kyle Weaver

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Prospectus

Fact Sheet

Q2 2021

Q2 2020

Annual Reports

2020

Website

Link

Performance

YTD

19.2 %

3 Year

63.89%

5 Year

156.95%

Best

35.62%
2017

Worst

0.32%
2016

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 3.3% -15.1% 21.7% 3.2% 11.6% -4.3% 2.9% 1.5% - - -
Q2 10.3% 43.1% 2.6% 18.5% 7.5% -0.9% 2.1% 2.8% -100% - -
Q3 4.6% 16.9% -4.2% 8.8% 5.5% 6.9% -7.7% 0.6% -100% - -
Q4 - -11.2% -10.9% -10.8% 6.9% -1% 8.8% 5.5% 5.3% - -

Returns +
Monthly

J F M A M J J A S O N D
2021 2.3% 2.8% -1.7% 5.5% -2.4% 7.1% -0.4% 4.3% 0.7% - - -
2020 2.6% -4.7% -13.2% 19.6% 8% 10.9% 8.3% 11.7% -3.4% -2.1% 14.1% -20.5%

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
FAOFX 19%26%9%17%36%0%6%11%---
Russell 3000 20%37%34%-3%28%6%4%11%32%13%1%
Alpha -1%-11%-25%20%8%-5%2%0%---

FAOFX Russell 3000

Chart +