• Fidelity Advisor Consumer Discretionary Fund

Fidelity Investments

  • US
  • Consumer Goods/Services

Fidelity Advisor Consumer Discretionary Fund

FIJZX

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 are engaged in the manufacture and distribution of consumer discretionary products and services.

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 diversified portfolio of stocks 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 More

Price

Last Close

$35.42 ( -5.16 )

52 Week HL

$55.73 - $34.23

Net Assets

$546.5 M

Expense Ratio

0.67 %

Sector Allocation

Nov 30, -0001

Top 10 Holdings

Mar 31, 2021

Company Name

  • AMAZON.COM INC
  • Tesla Inc
  • Home Depot
  • Nike Inc
  • LOWES COS

Holding

Company Name

  • Capri Holdings
  • Starbucks Corporation
  • Tapestry Inc
  • Burlington Stores
  • THE BOOKING
  • Total

Holding

  • 0%

Manager

Name

Katherine Shaw

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Annual Reports

Website

Link

Performance

YTD

-29.1 %

3 Year

11.77%

5 Year

0%

Best

34.95%
2020

Worst

-29.09%
2022

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -7.6% 6.2% -21.6% 15.2% - - - - - - -
Q2 -21.7% 5.7% 32.9% 3.4% -100% - - - - - -
Q3 - -2.5% 14.6% -0.1% -100% - - - - - -
Q4 - 2.2% 13% 2.5% -12.9% - - - - - -

Returns +
Monthly

J F M A M J J A S O N D
2022 -10.3% -1.7% 4.8% -14.8% -10% - - - - - - -
2021 -0.2% 2.9% 3.4% 6.8% -3.5% 2.6% - 1.4% -3.8% 7.6% 0.9% -5.9%

+
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
FIJZX -29%-35%24%-------
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -29%-19%-5%-------

FIJZX S&P 500

Chart +