Fidelity Advisor® New Insights C (FNICX)
20.10
+0.16
(+0.80%)
USD |
Mar 20 2023
Key Stats
| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 1.46% | 15.14B | 0.01% | 32.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -3.903B | -14.51% | 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 adviser 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 |
| Global Category Name | US Equity Large Cap Growth |
| YCharts Categorization | US Large Cap Growth |
| YCharts Benchmark | Russell 1000 Growth Total Return (^RLGTR) |
| 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 | 19.60 yrs |
| Nidhi Gupta | 2.75 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
--
--
Category Low
--
Category High
1 Year
% Rank:
97
-3.903B
-15.39B
Category Low
12.30B
Category High
3 Months
% Rank:
--
--
Category Low
--
Category High
3 Years
% Rank:
--
--
Category Low
--
Category High
6 Months
% Rank:
--
--
Category Low
--
Category High
5 Years
% Rank:
--
--
Category Low
--
Category High
YTD
% Rank:
--
--
Category Low
--
Category High
10 Years
% Rank:
--
--
Category Low
--
Category High
As of February 28, 2023
Risk
Performance Versus Category
As of March 20, 2023. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of March 20, 2023.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Berkshire Hathaway Inc Class A | 5.70% | 462585.0 | 1.46% |
| Microsoft Corp | 5.59% | 273.62 | 0.51% |
| Alphabet Inc Class A | 5.16% | 102.24 | 1.01% |
| Meta Platforms Inc Class A | 5.13% | 201.19 | 1.71% |
| Amazon.com Inc | 4.15% | 98.99 | 1.31% |
| UnitedHealth Group Inc | 3.81% | 480.64 | 0.77% |
| Apple Inc | 3.40% | 157.66 | 0.17% |
| Eli Lilly and Co | 2.25% | 333.00 | -0.18% |
| NVIDIA Corp | 2.05% | 262.24 | 1.25% |
| Exxon Mobil Corp | 1.86% | 106.37 | 3.83% |
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 adviser 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 |
| Global Category Name | US Equity Large Cap Growth |
| YCharts Categorization | US Large Cap Growth |
| YCharts Benchmark | Russell 1000 Growth Total Return (^RLGTR) |
| 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 | 19.60 yrs |
| Nidhi Gupta | 2.75 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (3-20-23) | 0.01% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 18.74 |
| 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 January 31, 2023
Fund Details
| Key Dates | |
| Inception Date | 7/31/2003 |
| Last Annual Report Date | 12/31/2022 |
| Last Prospectus Date | 3/1/2023 |
| Share Classes | |
| FINSX | Inst |
| FNIAX | A |
| FNITX | M |
| FZANX | Inst |
| Attributes | |
| 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 |