Fidelity Advisor Leveraged Company Stock Fund (FZAKX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Fidelity Advisor Leveraged Company Stock Fund
Boston, MA 02109
82 Devonshire Street
Fidelity Advisor Series I
Management Information
,Lead Manager since September 30, 2019
Mr. Notkin is a vice president and co-manager of Fidelity Investments. Since joining Fidelity in 1994, he has worked as a research analyst and portfolio manager.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Blend
Fund FamilyFidelity Investments
Net Assets1.07B
YTD Return9.74%
Yield0.51%
Morningstar Rating★
Inception DateDec 26, 2000
Fund Operations
Last Dividend0.28
Last Cap Gain41.00
Holdings Turnover57.00%
Average for CategoryN/A
Fees & Expenses
ExpenseFZAKXCategory Average
Annual Report Expense Ratio (net)1.27%0.84%
Prospectus Net Expense Ratio1.27%N/A
Prospectus Gross Expense Ratio1.27%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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