Fidelity Advisor® Equity Growth M (FAEGX)
12.98
+0.06 (+0.46%)
USD |
May 20 2022
Returns Chart
Key Stats
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| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 1.21% | 4.262B | 0.00% | 44.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -169.91M | -10.52% | 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 advisor 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 | 15.48 yrs |
| Asher Anolic | 4.84 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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1 Year
% Rank:
65
-169.91M
-16.70B
Category Low
22.74B
Category High
3 Months
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3 Years
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6 Months
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5 Years
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YTD
% Rank:
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10 Years
% Rank:
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As of April 30, 2022
Performance Versus Category
As of May 20, 2022. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 20, 2022.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Microsoft Corp | 11.14% | 252.56 | -0.23% |
| Alphabet Inc Class A | 10.27% | 2178.16 | -1.34% |
| Apple Inc | 5.97% | 137.59 | 0.17% |
| Amazon.com Inc | 5.48% | 2151.82 | 0.25% |
| UnitedHealth Group Inc | 4.62% | 485.73 | 1.50% |
| NVIDIA Corp | 2.71% | 166.94 | -2.51% |
| Vertex Pharmaceuticals Inc | 2.35% | 258.59 | 1.23% |
| Meta Platforms Inc Class A | 2.10% | 193.54 | 1.18% |
| Adobe Inc | 2.03% | 399.09 | 1.19% |
| Palo Alto Networks Inc | 1.97% | 478.68 | 9.70% |
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 advisor 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 | 15.48 yrs |
| Asher Anolic | 4.84 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (5-20-22) | 0.00% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 28.77 |
| 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, 2022
Growth Estimates
Fund Details
| Key Dates | |
| Inception Date | 9/10/1992 |
| Last Annual Report Date | 11/30/2021 |
| Last Prospectus Date | 1/29/2022 |
| 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 |