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Morningstar

Fidelity Advisor Small Cap I FSCIX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 34.36  /  −0.61 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    1.070%
  • Expense Ratio 1.070%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 29%

USD | NAV as of Jul 05, 2024 | 1-Day Return as of Jul 05, 2024, 10:18 PM GMT+0

Morningstar’s Analysis FSCIX

Will FSCIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FSCIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FSCIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FSCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Upgraded.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Fidelity Advisor Small Cap’s capable manager earns an Above Average People rating, while increased conviction in its quality-oriented approach merits upgrading the Process rating to Above Average from Average.

by Eric Schultz
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FSCIX

More FSCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Technology

Commercial Metals Co

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Basic Materials

Fabrinet

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Technology

Ensign Group Inc

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Healthcare

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1.48 27.4 Mil
Real Estate

Eagle Materials Inc

1.45 26.7 Mil
Basic Materials

KBR Inc

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Industrials

Primerica Inc

1.41 26.0 Mil
Financial Services