FAVAX Rating, Research - Fidelity Advisor Equity Value A

Fidelity Advisor Equity Value A (favax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 103

Threats + Weaknesses = 74

When strengths & opportunities substantially exceed threats & weaknesses an investment in the favax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Fidelity Advisor Equity Value A (FAVAX) Description: FAVAX is a mutual fund, which is an investment that owns a basket of assets. The FAVAX mutual fund was provided by Fidelity and this investment vehicle derives the majority of its value from equity holdings (stocks). Fidelitys mutual fund has a medium management tenure and is in the small fund size classification. FAVAXs minimum initial investment amount is $2500 while the IRA minimum is $500. FAVAXs expense ratio is roughly 1%. The latest FAVAXs front end load was 6% and the back end load was 0%. The Fidelity Advisor Equity Value A (FAVAX) mutual fund falls under the large-cap mixed category. FAVAX focuses its investments in USA and FAVAX is not affiliated with a particular industry or fund sector. The Fidelity Advisor Equity Value A (FAVAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FAVAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FAVAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund invests at least 80% of assets in large-cap equity securities (see equity research) which may include common stocks (see stock research), as well as securities convertible into common stocks (see stock research) and preferred stock. It may invest in foreign stocks (see stock research) listed on U.S. or foreign exchanges, as well as American Depository Receipts or Global Depository Receipts. The fund seeks to reduce risk by investing across a broad range of economic sectors, with the goal of achieving investment diversity. It may buy and sell put and call options as part of its investment program, to obtain market exposure, or to manage risk or hedge against adverse market conditions.

Management Analysis Update

Performance Analysis Update