FMPOX
Fidelity Advisor Mid Cap Value I
1W: -1.5%
1M: -5.7%
3M: -4.4%
YTD: +14.3%
1Y: +16.0%
3Y: +64.7%
5Y: +68.7%
$36.21
+0.28 (+0.78%)
Weekly Expected Move ±1.5%
$35
$35
$36
$36
$37
Key Statistics
AUM$4.1B
Holdings183
Top 10 Wt12.4%
Volume0
Avg Volume0
Beta1.14
Portfolio Fundamentals
P/E17.7
P/B2.6
Div Yield1.50%
ROE14.5%
% Profitable89%
Inception2006-01-03
Sector Allocation
Financial Services
16.2%
Industrials
15.1%
Healthcare
11.9%
Technology
11.6%
Consumer Cyclical
10.9%
Energy
7.0%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | PACS Group Inc | PACS | 2.02% | $48.1M | 1,139,338 |
| 2 | Western Digital Corp | WDC | 1.49% | $35.6M | 78,459 |
| 3 | Tenet Healthcare Corp | THC | 1.37% | $32.7M | 126,976 |
| 4 | Baker Hughes Co Class A | BKR | 1.15% | $27.4M | 490,122 |
| 5 | Jones Lang LaSalle Inc | JLL | 1.10% | $26.3M | 84,578 |
| 6 | Marathon Petroleum Corp | MPC | 1.09% | $25.9M | 66,115 |
| 7 | Welltower Inc | WELL | 1.07% | $25.5M | 109,655 |
| 8 | Xcel Energy Inc | XEL | 1.07% | $25.5M | 360,302 |
| 9 | TD SYNNEX Corp | SNX | 1.03% | $24.7M | 95,486 |
| 10 | Kenvue Inc | KVUE | 1.01% | $24.2M | 1,349,915 |