Fidelity Advisor® Equity Growth M (FAEGX)
16.19
-0.04 (-0.25%)
USD |
May 17
Returns Chart
Key Stats
Customize
| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 1.23% | 4.753B | 0.00% | 52.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -183.34M | 47.57% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks capital appreciation. The fund normally invests at least 80% of its assets in equity securities. It invests primarily in common stocks. The fund invests in companies the advisor believes have above-average growth potential (stocks of these companies are often called "growth" stocks). It invests in domestic and foreign issuers. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | EQPGX |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Growth |
| Category Index | Russell 1000 Growth TR USD |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Fidelity Investments |
| Prospectus Benchmark Index | |
| Russell 3000 Growth TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Jason Weiner | 14.48 yrs |
| Asher Anolic | 3.84 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category High
1 Year
% Rank:
71
-183.34M
-22.14B
Category Low
6.880B
Category High
3 Months
% Rank:
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3 Years
% Rank:
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6 Months
% Rank:
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5 Years
% Rank:
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YTD
% Rank:
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10 Years
% Rank:
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As of April 30, 2021
Performance Versus Category
As of May 17, 2021. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
Edit comparables
As of May 17, 2021.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Microsoft Corp | 9.38% | 244.55 | -0.26% |
| Alphabet Inc A | 8.16% | 2279.91 | -0.39% |
| Apple Inc | 5.08% | 125.92 | -0.28% |
| Amazon.com Inc | 5.05% | 3260.20 | -0.31% |
| UnitedHealth Group Inc | 3.85% | 411.57 | 0.72% |
| NVIDIA Corp | 2.96% | 565.91 | -0.13% |
| Qualcomm Inc | 2.80% | 130.52 | 0.55% |
| Facebook Inc A | 2.73% | 313.06 | -0.76% |
| Adobe Inc | 2.56% | 483.90 | 0.24% |
|
Tencent Holdings Ltd
|
2.17% | -- | -- |
Basic Info
| Investment Strategy | |
| The investment seeks capital appreciation. The fund normally invests at least 80% of its assets in equity securities. It invests primarily in common stocks. The fund invests in companies the advisor believes have above-average growth potential (stocks of these companies are often called "growth" stocks). It invests in domestic and foreign issuers. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | EQPGX |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Growth |
| Category Index | Russell 1000 Growth TR USD |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Fidelity Investments |
| Prospectus Benchmark Index | |
| Russell 3000 Growth TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Jason Weiner | 14.48 yrs |
| Asher Anolic | 3.84 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (5-17-21) | 0.00% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 31.45 |
| Weighted Average Price to Sales Ratio | Upgrade |
| Weighted Average Price to Book Ratio | Upgrade |
| Weighted Median ROE | Upgrade |
| Weighted Median ROA | Upgrade |
| Forecasted Dividend Yield | Upgrade |
| Forecasted PE Ratio | Upgrade |
| Forecasted Price to Sales Ratio | Upgrade |
| Forecasted Price to Book Ratio | Upgrade |
As of March 31, 2021
Growth Estimates
Fund Details
| Key Dates | |
| Inception Date | 9/10/1992 |
| Last Annual Report Date | 11/30/2020 |
| Last Prospectus Date | 1/29/2021 |
| Share Classes | |
| EPGAX | A |
| EPGCX | C |
| EQPGX | Inst |
| FZAFX | Inst |
| Attributes | |
| Enhanced Index Fund | No |
| Index Fund | No |
| Inverse Fund | No |
| Leveraged Fund | No |
| Fund of Funds | No |
| Currency Hedged Fund | No |
| Synthetic Replication Fund | No |
| Has Dividend Investment Plan | No |
| Socially Responsible Fund | No |