Nasdaq
USD
Fidelity Advisor Mega Cap Stock C (FGRCX)
31.63
-0.06
(-0.19%)
At close: 8:07:07 PM EST
Fund Summary
The fund invests at least 80% of its assets in common stocks of companies with mega market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell Top 200® Index or the S&P 100® Index). It invests in domestic and foreign issuers and invests in either "growth" stocks or "value" stocks or both. The adviser uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.85% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 10.87% |
| 5y Average Return | 14.48% |
| Rank in Category (ytd) | 53 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.87 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
FGRCX | Category Average | FGRCX | Category Average | FGRCX | Category Average |
|
Alpha
|
3.66 | -0.01 | 3.56 | -0.01 | 0.85 | -0.01 |
|
BETA
|
0.87 | 0.01 | 0.94 | 0.01 | 0.96 | 0.01 |
|
Mean Annual Return
|
1.88 | 0.01 | 1.34 | 0.01 | 1.28 | 0.01 |
|
R-squared
|
90.38 | 0.94 | 88.73 | 0.95 | 89.37 | 0.95 |
|
Standard Deviation
|
11.71 | 0.17 | 15.84 | 0.19 | 16.01 | 0.15 |
|
Sharpe Ratio
|
1.54 | 0 | 0.77 | 0.01 | 0.8 | 0.01 |
|
Treynor Ratio
|
22.64 | 0.03 | 12.76 | 0.1 | 13.03 | 0.1 |
