Fidelity Advisor 130/30 Large Cap A 82 Devonshire St Boston MA 02109 Map
Phone: 800-544-6666
| Category: | Large Blend | | Fund Family: | Fidelity Investments | | Net Assets: | 1.96M | | Year-to-Date Return: | -0.93% | | Yield: | 0.46% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Mar-08 |
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Keith Quinton
Lead Manager since
04-Apr-08 | | | Quinton is vice president and manager of Disciplined Equity Fund, which he has managed since October 2006.He also manages other Fidelity funds. Quinton joined Fidelity Investments as a portfolio manager in May 2001. Previously, he was a quantitative analyst for MFS Investment Management. From 1997 to 2000,Quinton was a vice president and senior quantitative analyst for Santander Global Advisors. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in common stocks of companies with large market capitalizations. It normally establishes long and short positions in equity securities. The fund invests either in "growth" stocks or "value" stocks or both. It may invests in domestic and foreign issuers. |
| Last Dividend
(19-Dec-08):
| 0.03 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 70.87% |
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| Expense | FOATX | Category Avg | | Total Expense Ratio: | 1.55%
| 1.09% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.25% | | Max Deferred Sales Load: | %
| 2.59% | | 3 Yr Expense Projection*: |
$ 1,345 | $774 | | 5 Yr Expense Projection*: |
$ 1,890 | $1,287 | | 10 Yr Expense Projection*: |
$ 3,368 | $2,366 |
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