- Fidelity Advisor New Insights Fund
Fidelity Investments
- US
- Large-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
Summary
The fund seeks capital appreciation by investing in mega-and large-size companies in the United States.
The investment process is designed to highlight companies exhibiting above-average earnings growth potential that are not fully reflected in current market prices.
The research team uses fundamental analysis to identify companies with a strong competitive position, high returns on capital, solid free-cash-flow generation and management teams that are stewards of shareholder capital.
The team believes companies demonstrating earnings growth over a multiyear period offer attractive investment opportunities.
The fund has the flexibility to invest in either growth or value More
Price
Last Close
$45.39 ( +0.12 )
52 Week HL
$45.39 - $32.45
Net Assets
$7906.1 M
Expense Ratio
0.72 %
Sector Allocation
May 31, 2021Top 10 Holdings
May 28, 2021Company Name
- Facebook, Inc.
- Amazon.com, Inc
- Alphabet, Inc.
- Microsoft Corp
- Berkshire Hathaway,
Holding
- 9.3
- 7.5
- 5.7
- 4.9
- 4.3
Company Name
- NVIDIA Corporation
- Netflix Inc
- Salesforce Com
- UnitedHealth Group
- Adobe Inc
- Total
Holding
- 3.1
- 2.4
- 2.3
- 2.2
- 2.2
- 43.9%
Manager
Name
William Danoff
Leadership
Single Manager
Tenure
2003
Advisor
Performance
YTD
20.1 %
3 Year
67.66%
5 Year
105.77%
Best
32.76%
2013
Worst
-37.77%
2008
Returns +
Quarterly
| 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 0.3% | -18.3% | 15.3% | 2.3% | 8.4% | -0.8% | 2.8% | 2.6% | 9.1% | 14.7% | - |
| Q2 | 12% | 24.4% | 4.4% | 7.9% | 5% | 1.5% | 1.2% | 3.7% | 2.8% | -4.5% | - |
| Q3 | 6.9% | 11.4% | -3% | 5.3% | 5.7% | 6% | -6.6% | -0.1% | 8.4% | 6.1% | - |
| Q4 | - | 1.2% | 2.5% | -16.4% | 6.4% | -0.1% | 5.4% | 2.9% | 8.8% | -1.8% | - |
Returns +
Monthly
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | -1% | -0.2% | 1.5% | 6.8% | 0.6% | 4.3% | 1.9% | 4.6% | 0.3% | - | - | - |
| 2020 | 1.1% | -7.3% | -12.9% | 13.7% | 5.2% | 4% | 7% | 9% | -4.5% | -2.7% | 8.4% | -4.1% |
Returns +
Annual
| 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 19% | 37% | 35% | -3% | 28% | 5% | 4% | 11% | 31% | 13% | 1% |
Alpha
| 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FINSX | 20% | 15% | 22% | -4% | 28% | 7% | 3% | - | 33% | 16% | -1% |
| Russell 1000 | 19% | 37% | 35% | -3% | 28% | 5% | 4% | 11% | 31% | 13% | 1% |
| Alpha | 1% | -23% | -13% | -2% | 0% | 1% | -1% | - | 2% | 3% | -2% |