- Fidelity Advisor Global Commodity Stock Fund
Fidelity Investments
- Global
- Natural Resources/Materials
Summary
The fund seeks capital appreciation by investing in companies outside the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team Invests in securities issued throughout the world.
The team focuses on companies principally engaged in the energy, metals, and agriculture group of industries.
In addition, the 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 More
Price
Last Close
$19.57 ( -0.38 )
52 Week HL
$22.28 - $14.7
Net Assets
$782.3 M
Expense Ratio
0.83 %
Sector Allocation
May 31, 2021Top 10 Holdings
May 28, 2021Company Name
- Exxon Mobil
- Nutrien Ltd
- Rio Tinto
- Chevron Corp
- Archer Daniels
Holding
- 5.4
- 5.3
- 4.8
- 4.5
- 4.3
Company Name
- Total SA
- Lundin Mining
- BHP Group
- First Quantum
- Corteva, Inc
- Total
Holding
- 4.3
- 3.4
- 3.2
- 3.1
- 2.7
- 41%
Manager
Name
Jody Simes
Leadership
Single Manager
Tenure
2003
Advisor
Performance
YTD
22.8 %
3 Year
71.44%
5 Year
87.15%
Best
30.09%
2016
Worst
-27.69%
2015
Returns +
Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 28.9% | 12.7% | -32.5% | 11.1% | -2.1% | 3.1% | 7.2% | -3.5% | 0.8% | -3.6% | - |
| Q2 | -5.5% | 6.7% | 20.6% | -0.4% | 7.2% | -4% | 8.5% | 0.8% | 7% | -13.3% | - |
| Q3 | - | -2.1% | 4.6% | -5.1% | 1.6% | 10.8% | 6% | -23.6% | -8.2% | 11.4% | - |
| Q4 | - | -2.4% | 22.6% | 6.6% | -16.9% | 7.1% | 5.6% | -2.8% | -9.8% | 3.7% | - |
Returns +
Monthly
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | 4.5% | 9.9% | 12.3% | 5.2% | -7.1% | - | - | - | - | - | - | - |
| 2021 | 0.3% | 11.4% | 0.9% | 5.1% | 4% | -2.4% | -0.7% | -2.2% | 0.8% | 4.6% | -4.4% | 3.2% |
+
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FFGAX | 23% | 22% | 4% | 14% | -13% | 18% | 30% | -28% | -11% | -3% | 7% |
| S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
| Alpha | 23% | -7% | -11% | -14% | -7% | -1% | 22% | -27% | -24% | -32% | 7% |