FAVTX Rating, Research - Fidelity Advisor Equity Value T

Fidelity Advisor Equity Value T (favtx)

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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 = 116

Threats + Weaknesses = 78

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

Fund Management Team

Fund Description Update

Fidelity Advisor Equity Value T (FAVTX) Description: FAVTX is a mutual fund, which is an investment that owns a basket of assets. The FAVTX 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. FAVTXs minimum initial investment amount is $2500 while the IRA minimum is $500. FAVTXs expense ratio is roughly 1%. The latest FAVTXs front end load was 4% and the back end load was 0%. The Fidelity Advisor Equity Value T (FAVTX) mutual fund falls under the large-cap mixed category. FAVTX focuses its investments in USA and FAVTX is not affiliated with a particular industry or fund sector. The Fidelity Advisor Equity Value T (FAVTX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FAVTXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FAVTXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks reasonable current income and long-term growth of income and capital. The fund invests at least 80% of assets in common stocks (see stock research) of companies which pay dividends and have the potential for increasing dividends. In selecting investments, the portfolio managers seek to identify dividend-paying companies with strong profitability, solid balance sheets and capital allocation policies that support sustained or increasing dividends and share repurchases. It may invest 20% of assets in convertible and fixed-income securities.

Management Analysis Update

Performance Analysis Update