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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: -8.58%
    YTD Return: 9.62%
    Yield (TTM): 0.12%
    Net Assets: 1.22 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 $4,260 M
    Market Capitalization Portfolio
    Giant 0.00%
    Large 9.05%
    Medium 77.29%
    Small 13.66%
    Micro 0.00%
    Morningstar Rating as of 02/28/2010
    YTD Returns as of 03/18/2010    		 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 02/28/2010
    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 9.62% 73.53% -5.16% — — -8.58%
    +/- Category 1.38% 6.21% -1.96% — — —
    +/- S&P 500 TR 4.57% 20.37% -1.68% — -0.31% —

    Standardized Annual Returns

    YTD 1 year 3 year 5 year 10 year Since Inception
    Month (as of 02/28/2010) -2.87% 68.57% -8.54% 0.12% — -9.45%
    Quarter (as of 12/31/2009) 29.06% 29.06% — — — -10.62%
    Fund and Category YTD, 1yr, 3yr and 5yr Returns as of 03/18/2010
    Index YTD,1yr, 3ys and 5yr Returns as of 03/18/2010 10 yr and Since Inception Returns as of 02/28/2010
    Inception Date: 02/20/2007
    Ratings are based on risk-adjusted performance.
    View Total Returns

  • Fund Portfolio Profile

    Sector Breakdown

    Stocks
    Information 11.54%
    Service 42.38%
    Manufacturing 44.91%

    Asset Allocation

    Short Long Net Assets
    Cash — 1.16% 1.16%
    Stocks — 98.84% 98.84%
    Bonds — 0.00% 0.00%
    Other — 0.00% 0.00%
    Foreign Stocks
    (as a % of assets)    		 — 0.00% 0.00%
    Data as of 01/31/2010 Data as of 01/31/2010 View Fund Portfolio

    Top 10 Holdings

    Sector P/E Return as of 02/28/2010 Net Assets
    + SEMPRA ENERGY (SRE) Utilities 11.23 -11.93% 1.81%
    + SUNTRUST BKS INC (STI) Financial Services — 16.56% 1.64%
    + CBS CORP NEW (CBS) Media 43.55 -4.41% 1.51%
    + NRG ENERGY INC (NRG) Utilities 6.40 -4.36% 1.46%
    + MACYS INC (M) Consumer Services 15.17 18.02% 1.46%
    - GENWORTH FINL INC (GNW) Financial Services — 40.09% 1.36%
    = QWEST COMMUNICATIONS INTL IN (Q) Telecom 13.08 10.45% 1.35%
    + NABORS INDUSTRIES LTD (NBR) Energy — 2.01% 1.34%
    - LINCOLN NATL CORP IND (LNC) Financial Services — 3.01% 1.34%
    = ANNALY CAP MGMT INC (NLY) Financial Services 5.26 5.65% 1.33%
    + 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 03/18/2010
    All other data as of 01/31/2010
    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