FSOAX Rating, Research - Fidelity Advisor Value Strategies A

Fidelity Advisor Value Strategies A (fsoax)

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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 = 50

Threats + Weaknesses = 37

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

Fund Management Team

Fund Description Update

Fidelity Advisor Value Strategies A (FSOAX) Description: FSOAX is a mutual fund, which is an investment that owns a basket of assets. The FSOAX 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 average fund size classification. FSOAXs minimum initial investment amount is $2500 while the IRA minimum is $500. FSOAXs expense ratio is roughly 1%. The latest FSOAXs front end load was 6% and the back end load was 0%. The Fidelity Advisor Value Strategies A (FSOAX) mutual fund falls under the mid-cap mixed category. FSOAX focuses its investments in USA and FSOAX is not affiliated with a particular industry or fund sector. The Fidelity Advisor Value Strategies A (FSOAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FSOAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FSOAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital growth. The fund primarily invests in common stocks (see stock research) and other equity securities (see equity research) issued by medium-sized growth companies. It may invest up to 25% of assets in foreign securities and may invest up to 10% of its total assets in real estate investment trusts (REITs). The fund may invest in options, futures contracts and options on futures contracts, which are derivative instruments, for various portfolio management purposes and to mitigate risks.

Management Analysis Update

Performance Analysis Update