We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. Fidelity Advisor New Insights remains in good hands. The remainder of this analysis is from Feb. 5, 2024.
Fidelity Advisor New Insights Z FZANX
- NAV / 1-Day Return 44.10 / +0.27 %
- Total Assets 21.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.280%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.41%
- Turnover 15%
USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:10 PM GMT+0
Morningstar’s Analysis FZANX
Will FZANX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 51.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Meta Platforms Inc Class A | 10.23 | 2.1 Bil | Communication Services |
NVIDIA Corp | 8.57 | 1.8 Bil | Technology |
Microsoft Corp | 7.25 | 1.5 Bil | Technology |
Alphabet Inc Class A | 6.01 | 1.2 Bil | Communication Services |
Amazon.com Inc | 5.32 | 1.1 Bil | Consumer Cyclical |
Berkshire Hathaway Inc Class A | 5.03 | 1.0 Bil | Financial Services |
Eli Lilly and Co | 2.84 | 590.0 Mil | Healthcare |
Apple Inc | 2.79 | 579.1 Mil | Technology |
Regeneron Pharmaceuticals Inc | 1.93 | 401.6 Mil | Healthcare |
Netflix Inc | 1.89 | 392.2 Mil | Communication Services |