Address And Details

82 Devonshire St , Boston, MA 02109
Fund Manager Douglas Simmons
Manager Tenure 15 Years

Strategy And Objective

Fidelity Advisor New Insights Fund seeks capital appreciation.The Adviser normally invests the fund's assets primarily in common stocks.The Adviser invests the fund's assets in securities of companies whose value it believes is not fully recognized by the public.The types of companies in which the fund may invest include companies experiencing positive fundamental change,such as a newmanagement team or product launch,a significant cost-cutting initiative,a merger or acquisition,or a reduction in industry capacity that should lead to improved pricing; companies whose earnings potential has increased or is expected to increase more than generally perceived; companies that have enjoyed recent market popularity but which appear to have fallen temporarily out of favor for reasons that are considered non-recurring or short-term; and companies that are undervalued in relation to securities of other companies in the same industry.The Adviser may invest the fund's assets in securities of foreign issuers in addition to securities of domestic issuers.The Adviser is not constrained by any particular investment style.At any given time,the Adviser may tend to buy "growth"stocks or "value" stocks,or a combination of both types.In buying and selling securities for the fund,the Adviser relies on fundamental analysis,which involves a bottom-up assessment of a company's potential for success in light of factors including itsfinancial condition,earnings outlook,strategy,management, industry position,and economic and market conditions.If the Adviser's strategies do not work as intended,the fund may not achieve its objective.

Net Asset Value

as of 5:25 PM ET 10/15/2021

Performance

  • 1 Week
  • +1.93%
  • 1 Month
  • -1.78%
  • 3 Months
  • +2.29%
  • 1 Yr Return
  • +8.95%
  • 5 Yr Return
  • +36.87%

Equity Sector Breakdown

Utilities 91.27%
Energy 4.75%
ConsumerDurables n/a
Finance n/a
Health n/a
IndustrialCyclical n/a
NonDurables n/a
RetailTrade n/a
Services n/a
Technology n/a

Asset Allocation

Asset Type % Of Allocation
Stocks 97.67%
Cash 0.00%
Bonds 0.00%
Preferred 0.00%
Convertible 0.00%
Other 0.00%
ForeignStocks 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Total Net Assets 249.20 M

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha -1.30 1.23 2.91
Beta 0.53 0.49 0.46
R Squared 0.40 0.30 0.23
Std Deviation 15.86 13.71 12.80
Sharpe Ratio 0.45 0.68 n/a

Purchase Information

as of 5:12 PM ET 10/14/2021
Minimum Initial $0
Minimum Additional $0
Minimum Initial IRA $0

Performance

Timeframe Average Annual Current Performance Monthly As Of 09/30/2021 Average Annual Current Performance Quarterly As Of 09/30/2021 Avg Annual Current Performance Monthly As Of 09/30/2021 Avg Annual Current Performance Quarterly As Of 09/30/2021
1 Year
  • +15.86%
  • +15.86%
+15.86% +15.86%
3 Year
  • +6.92%
  • +6.92%
+6.92% +6.92%
10 Year
  • +10.30%
  • +10.30%
+10.30% +10.30%
Life Of Fund
  • +8.43%
  • +8.43%
+8.43% +8.43%

Top 10 Holdings

Symbol Company Name % Of Assets
EXC EXELON CORP 9.03%
SO SOUTHERN CO/THE 8.52%
SRE SEMPRA ENERGY 6.75%
FE FIRSTENERGY CORP 5.49%
EVRG EVERGY INC 4.93%
AEP AMERICAN ELECTRIC POWER COMP 4.87%
PEG PUBLIC SERVICE ENTERPRISE GRO 4.87%
CNP CENTERPOINT ENERGY INC 4.80%
D DOMINION ENERGY INC 4.75%
AES AES CORP 4.43%

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