Fidelity Advisor® New Insights A (FNIAX)
39.03
+0.06 (+0.15%)
USD |
Apr 16
Returns Chart
Key Stats
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| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 1.11% | 24.15B | 0.00% | 53.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -6.063B | 51.29% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests in domestic and foreign issuers. The fund invests in securities of companies whose value the adviser believes is not fully recognized by the public. It invests in either "growth" stocks or "value" stocks or both. 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 | FINSX |
| 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 | |
| S&P 500 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| William Danoff | 17.68 yrs |
| Nidhi Gupta | 0.83 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category High
1 Year
% Rank:
98
-6.063B
-20.59B
Category Low
12.91B
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 March 31, 2021
Performance Versus Category
As of April 16, 2021. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
Edit comparables
As of April 16, 2021.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Amazon.com Inc | 7.76% | 3399.44 | 0.60% |
| Facebook Inc A | 7.47% | 306.18 | -0.53% |
| Microsoft Corp | 5.17% | 260.74 | 0.48% |
| Alphabet Inc A | 5.05% | 2282.75 | -0.11% |
| Berkshire Hathaway Inc Class A | 3.77% | 409250.0 | 1.10% |
| Netflix Inc | 3.23% | 546.54 | -0.49% |
| Salesforce.com Inc | 2.75% | 231.91 | -0.47% |
| NVIDIA Corp | 2.58% | 636.50 | -1.39% |
| Adobe Inc | 2.32% | 525.08 | 0.35% |
| UnitedHealth Group Inc | 1.86% | 391.01 | 0.26% |
Basic Info
| Investment Strategy | |
| The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests in domestic and foreign issuers. The fund invests in securities of companies whose value the adviser believes is not fully recognized by the public. It invests in either "growth" stocks or "value" stocks or both. 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 | FINSX |
| 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 | |
| S&P 500 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| William Danoff | 17.68 yrs |
| Nidhi Gupta | 0.83 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (4-16-21) | 0.00% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 30.30 |
| 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 February 28, 2021
Growth Estimates
Fund Details
| Key Dates | |
| Inception Date | 7/31/2003 |
| Last Annual Report Date | 12/31/2020 |
| Last Prospectus Date | 3/1/2021 |
| Share Classes | |
| FINSX | Inst |
| FNICX | C |
| FNITX | M |
| FZANX | 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 |