Is Fidelity Advisor New Insights I (FINSX) Fund Worth Another Look? - Best of Funds

Fidelity Advisor New Insights I (FINSX) a Zacks Ranked #2 (Buy) seeks capital appreciation. FINSX invests its assets in common stocks. FINSX invests its assets in securities of companies whose value it believes is not fully recognized by the public. Fidelity Advisor New Insights I may invest its assets in securities of domestic and foreign issuers. Dividends and capital gains, if any, are distributed in February and December.

This Global - Equity fund, as of the last filing, allocates their fund in three major groups; Large Growth, Large Value, Small Growth.  Further, as of the last filing, Facebook Inc, Wells Fargo & Co and Microsoft Corp were the top holdings for FINSX. 

The Fidelity Advisor New Insights I fund, managed by Fidelity, carries an expense ratio of 0.67, but it does come with a 0.48% management fee.  Moreover, FINSX requires a minimal initial investment of $2,500.

FINSX has a history of strong positive total returns for over 10 years.  Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 9.70%, 3 year 14.79%, and 5 year 14.11%.  To see how this fund performed compared in its category, please click here.  

FINSX’s performance, as of the last filing, when compared to funds in its category was in the top 10% in 1 year, top 15% over the past 3 years, and in the 9% over the past 5 years.

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