Fidelity Advisor Equity Income C 82 Devonshire St Boston MA 02109 Map
Phone: 877-208-0098
| Category: | Large Value | | Fund Family: | Fidelity Investments | | Net Assets: | 165.48M | | Year-to-Date Return: | 19.43% | | Yield: | 1.02% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Nov-97 |
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Stephen R. Petersen
Lead Manager since
31-Jan-09 | | | Petersen is a vice president and portfolio manager with Fidelity Investments. He joined the firm in 1980 and has worked as a research analyst and portfolio manager. Previously, he served the company as an analyst for the airline and insurance industries. Petersen holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks a yield from dividend and interest income which exceeds the composite dividend yield on securities comprising the S&P 500 index. The fund normally invest at least 80% of assets in equity securities issued by domestic and foreign issuers, which tend to lead to investment in large cap "value" stocks. It will consider the potential for achieving capital appreciation, consistent with the primary objective of obtaining dividend and interest income. The fund may also invest in lower-quality debt securities. |
| Last Dividend
(2-Oct-09):
| 0.03 | | Last Cap Gain
(11-Jan-08):
| 0.34 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 67.10% |
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| Expense | FEICX | Category Avg | | Total Expense Ratio: | 1.77%
| 1.27% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | 1.00%
| 2.65% | | 3 Yr Expense Projection*: |
$ 557 | $635 | | 5 Yr Expense Projection*: |
$ 959 | $963 | | 10 Yr Expense Projection*: |
$ 2,084 | $1,849 |
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