Nasdaq - Delayed Quote • USD
Fidelity Advisor Mega Cap Stock A (FGTAX)
At close: 5:20 PM EDT
Fund Summary
The fund invests at least 80% of its assets in common stocks of companies with mega market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell Top 200® Index or the S&P 100® Index). It invests in domestic and foreign issuers and invests in either "growth" stocks or "value" stocks or both. The adviser uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 32.89% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 10.64% |
| 5y Average Return | 15.08% |
| Rank in Category (ytd) | 23 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FGTAX | Category Average | FGTAX | Category Average | FGTAX | Category Average | |
| Alpha | 1.71 | -0.02 | 1.05 | -0.01 | -0.75 | -0.02 |
| BETA | 0.96 | 0.01 | 1 | 0.01 | 1.01 | 0.01 |
| Mean Annual Return | 1.15 | 0.01 | 1.41 | 0.01 | 1.07 | 0.01 |
| R-squared | 86.98 | 0.95 | 88.64 | 0.95 | 89.77 | 0.95 |
| Standard Deviation | 18.1 | 0.19 | 19.6 | 0.15 | 16.23 | 0.14 |
| Sharpe Ratio | 0.6 | 0.01 | 0.75 | 0.01 | 0.7 | 0.01 |
| Treynor Ratio | 10.32 | 0.16 | 13.84 | 0.15 | 10.5 | 0.12 |
Related Tickers
BPTUX Baron Partners R6
142.91
+4.29%
BPTIX Baron Partners Institutional
142.94
+4.29%
BPTRX Baron Partners Retail
137.17
+4.29%
ARTYX Artisan Developing World Investor
18.00
+2.56%
APDYX Artisan Developing World Fund
18.19
+2.54%
NEEGX Needham Growth Retail
65.02
0.00%
APHDX Artisan Global Discovery Fund
19.11
+2.52%
APHYX Artisan Developing World Fund
18.31
+2.52%
APFDX Artisan Global Discovery Fund
18.90
+2.49%
APDDX Artisan Global Discovery Fund
18.97
+2.49%
FSPTX Fidelity Select Technology
30.35
0.00%
BGSRX BlackRock Technology Opportunities R
55.05
-0.11%
BSTSX BlackRock Technology Opportunities Svc
56.46
-0.11%
BGSAX BlackRock Technology Opportunities Inv A
55.08
-0.11%
BGSIX BlackRock Technology Opportunities Instl
60.76
-0.12%
BTEKX BlackRock Technology Opportunities K
60.92
-0.11%
MMEYX Victory Integrity Discovery Fund
44.42
+2.16%
MMECX Victory Integrity Discovery Fund
23.73
+2.15%
MMEAX Victory Integrity Discovery Fund
39.11
+2.14%
MMMMX Victory Integrity Discovery Fund
39.22
+2.14%
JLGZX JPMorgan Large Cap Growth R2
61.00
+2.06%
JLGPX JPMorgan Large Cap Growth R3
65.64
+2.05%
OLGAX JPMorgan Large Cap Growth A
65.21
+2.05%
OLGCX JPMorgan Large Cap Growth C
42.87
+2.05%
JLGQX JPMorgan Large Cap Growth R4
66.90
+2.04%
JLGMX JPMorgan Large Cap Growth R6
70.44
+2.04%
JLGRX JPMorgan Large Cap Growth R5
69.53
+2.04%
SEEGX JPMorgan Large Cap Growth I
67.06
+2.04%
CMTFX Columbia Global Technology Growth Inst
76.15
0.00%
CTYRX Columbia Global Technology Growth Adv
77.33
0.00%
CGTUX Columbia Global Technology Growth Inst3
78.41
0.00%
CTCAX Columbia Global Technology Growth A
72.10
0.00%
CTHRX Columbia Global Technology Growth Inst2
78.04
0.00%
VTSIX Vanguard Tax-Managed Small Cap I
86.26
+1.90%
VTMSX Vanguard Tax-Managed Small Cap Adm
86.06
+1.89%
SSETX BNY Mellon Small Cap Gr I
34.44
+1.86%
SSYGX BNY Mellon Small Cap Gr Y
34.55
+1.86%
NWKCX Nationwide Geneva Small Cap Gr R6
79.60
-0.33%
NWKDX Nationwide Geneva Small Cap Gr Instl Svc
78.50
-0.33%
NWHZX Nationwide Geneva Small Cap Growth Fund
74.59
-0.32%
DADGX Dunham Small Cap Growth A
15.90
0.00%
OSCYX Invesco Main Street Small Cap Y
21.35
0.00%
DNDGX Dunham Small Cap Growth N
17.35
0.00%
OSSIX Invesco Main Street Small Cap R6
21.44
0.00%
OSCAX Invesco Main Street Small Cap A
21.07
0.00%
OSCNX Invesco Main Street Small Cap R
20.50
0.00%
OSCCX Invesco Main Street Small Cap C
19.34
0.00%
GWETX AMG GW&K Small Cap Core Fund
29.51
+1.72%
NRGEX Neuberger Berman Genesis E
61.53
+1.72%
NBGEX Neuberger Berman Genesis Tr
61.04
+1.72%
NBGNX Neuberger Berman Genesis Inv
61.30
+1.71%
NRGSX Neuberger Berman Genesis R6
61.40
+1.71%
GWEIX AMG GW&K Small Cap Core Fund
30.42
+1.71%
NBGIX Neuberger Berman Genesis Instl
61.45
+1.70%
GWEZX AMG GW&K Small Cap Core Fund
30.45
+1.70%
NBGAX Neuberger Berman Genesis Adv
59.88
+1.70%
JFRNX Janus Henderson Forty N
52.97
+1.65%
JACCX Janus Henderson Forty C
35.19
+1.65%
JACTX Janus Henderson Forty T
48.20
+1.64%
JARTX Janus Henderson Forty S
46.18
+1.63%
JFRDX Janus Henderson Forty D
47.49
+1.63%
JDCAX Janus Henderson Forty A
49.40
+1.63%
JCAPX Janus Henderson Forty I
52.58
+1.62%
JDCRX Janus Henderson Forty R
40.79
+1.62%
EXOSX Manning & Napier Overseas Series I
31.44
+1.62%
MNOSX Manning & Napier Overseas Series S
31.50
+1.61%
MNOWX Manning & Napier Overseas Series W
31.63
+1.61%
NALFX New Alternatives A
60.76
+1.61%
TQMIX AMG TimesSquare Mid Cap Growth I
17.16
+1.60%
GWGIX AMG GW&K Small/Mid Cap Core Fund
17.81
+1.60%
NAEFX New Alternatives Investor
60.43
+1.60%
TMDIX AMG TimesSquare Mid Cap Growth Fund
17.26
+1.59%
SIVIX State Street Instl Small-Cap Equity Inv
17.28
0.00%
TMDPX AMG TimesSquare Mid Cap Growth Fund
16.02
+1.59%
MNOZX Manning & Napier Overseas Series Z
31.49
+1.58%
GWGVX AMG GW&K Small/Mid Cap Core Fund
17.73
+1.55%
GWGZX AMG GW&K Small/Mid Cap Core Fund
17.84
+1.54%
USNQX Victory NASDAQ-100 Index
43.75
+1.53%
ACWDX AMG GW&K Small/Mid Cap Growth N
16.01
+1.52%
ACWIX AMG GW&K Small/Mid Cap Growth I
16.73
+1.52%
UANQX Victory Nasdaq 100 Index Class A
43.55
+1.52%
ACWZX AMG GW&K Small/Mid Cap Growth Z
16.76
+1.51%
URNQX Victory Nasdaq 100 Index R6
43.77
+1.51%
UINQX Victory Nasdaq 100 Index Institutional
43.79
+1.51%
UCNQX Victory Nasdaq 100 Index C
42.62
+1.50%
TEBRX Teberg
21.96
+1.48%
VFMFX Vanguard US Multifactor Admiral
39.31
0.00%
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
52.65
+1.45%
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
42.12
+1.45%
BDAFX Baron Durable Advantage Retail
24.07
0.00%
RGLDX American Funds Global Insight Fund
22.10
0.00%
AGVFX American Funds Global Insight A
22.14
0.00%
BDAIX Baron Durable Advantage Institutional
24.41
+0.04%
DREVX BNY Mellon Large Cap Securities Fund
18.03
+1.41%
BBHLX BBH Partner Fund - International Eq I
16.04
+1.39%
AASMX Thrivent Small Cap Stock A
21.96
0.00%
AGVDX American Funds Global Insight C
21.96
0.00%
CGVBX American Funds Global Insight 529-C
21.98
0.00%
CGVEX American Funds Global Insight 529-E
22.13
0.00%
CGVHX American Funds Global Insight 529-F-3
22.16
0.00%