Fund Research for Fidelity Advisor Mid Cap Value B (FMPBX)

  • Fund Overview

    Fund Inception Date: Feb 20, 2007
    Category: Mid-Cap Value
    Overall Risk: Above Average
    Fund Family: Fidelity Investments
    Return Since Inception: -13.46%
    YTD Return: 29.99%
    Yield (TTM): 0.41%
    Net Assets: 1.06 M
    Morningstar Rating:
    2 of 5

    The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in securities of companies with medium market capitalizations which are those companies with market capitalizations similar to companies in the Russell Midcap index or the S&P MidCap 400 index. It invests in domestic and foreign issuers.

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    Size
    Average Market Cap $4,224 M
    Market Capitalization Portfolio
    Giant 0.00%
    Large 9.23%
    Medium 80.65%
    Small 10.12%
    Micro 0.00%
    Morningstar Rating as of 10/31/2009
    YTD Returns as of 11/25/2009    		 Style Box Detail calculations do not include the fund's short positions (if any)

  • Fund Performance

    10 year Growth Chart
    Growth of $10,000 from 02/28/2007 to 10/31/2009
    Mouseover the chart to see values for each month.

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    Total Annualized Returns

    YTD 1 year 3 year 5 year 10 year Since Inception
    Fund 29.99% 48.75% -8.22% — — -13.46%
    +/- Category -0.99% 3.34% -2.45% — — —
    +/- S&P 500 TR 4.85% 15.60% -2.72% — -0.95% —

    Standardized Annual Returns

    YTD 1 year 3 year 5 year 10 year Since Inception
    Month (as of 10/31/2009) 16.65% 10.13% -10.54% 0.12% — -14.38%
    Quarter (as of 09/30/2009) 22.88% -8.83% — — — -13.17%
    Fund and Category YTD, 1yr, 3yr and 5yr Returns as of 11/25/2009
    Index YTD,1yr, 3ys and 5yr Returns as of 11/25/2009 10 yr and Since Inception Returns as of 10/31/2009
    Inception Date: 02/20/2007
    Ratings are based on risk-adjusted performance.
    View Total Returns

  • Fund Portfolio Profile

    Sector Breakdown

    Stocks
    Information 10.79%
    Service 40.58%
    Manufacturing 48.08%

    Asset Allocation

    Short Long Net Assets
    Cash — 0.56% 0.56%
    Stocks — 99.44% 99.44%
    Bonds — 0.00% 0.00%
    Other — 0.00% 0.00%
    Foreign Stocks
    (as a % of assets)    		 — 0.67% 0.67%
    Data as of 09/30/2009 Data as of 09/30/2009 View Fund Portfolio

    Top 10 Holdings

    Sector P/E Return as of 10/31/2009 Net Assets
    - MACYS INC (M) Consumer Services — 73.14% 1.53%
    + SEMPRA ENERGY (SRE) Utilities 11.53 19.16% 1.51%
    + NRG ENERGY INC (NRG) Utilities 5.81 -0.21% 1.47%
    + SUNTRUST BKS INC (STI) Financial Services — -32.74% 1.47%
    - CBS CORP NEW (CBS) Media 29.46 47.99% 1.45%
    + LINCOLN NATL CORP IND (LNC) Financial Services — 28.66% 1.35%
    + NEWFIELD EXPL CO (NFX) Energy — 119.54% 1.31%
    - PROLOGIS (PLD) Financial Services — -11.38% 1.31%
    + COMPUTER SCIENCES CORP (CSC) Software 9.50 45.67% 1.28%
    - GENWORTH FINL INC (GNW) Financial Services — 284.10% 1.22%
    + Increase - Decrease = No change * New since last portfolio
    Top 10 holdings account for the fund's short positions (if any). Net short positions appear shaded.
    P/E as of 11/25/2009
    All other data as of 09/30/2009
    View Fund Portfolio

  • Sales Information

    Sales Charge %

    Initial —
    Deferred 5.00%
    Taken from prospectus dated 04/01/2009
    Expense Ratio (based on net assets) 1.87%
    Taken from annual report dated 01/31/2009

  • Fund Management