- Fidelity Advisor Consumer Discretionary Fund
Fidelity Investments
- US
- Consumer Goods/Services
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, -0001Top 10 Holdings
Mar 31, 2021Company 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
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% | - | - | - | - | - | - | - |