- Fund Type: Open-End Fund
- Objective: Long/Short
- Asset Class: Equity
- Geographic Focus: U.S.
Fidelity Advisor 130/30 Large Cap Fund
+ Add to WatchlistFOBTX:US
9.09 USD 0.11 1.20%As of 09:29:30 ET on 06/19/2013.
Snapshot for Fidelity Advisor 130/30 Large Cap Fund (FOBTX)
| Year To Date: | +19.64% | 3-Month: | +6.85% | 3-Year: | +11.92% | 52-Week Range: | 6.73 - 9.28 |
|---|---|---|---|---|---|---|---|
| 1-Month: | -0.86% | 1-Year: | +35.29% | 5-Year: | -2.79% | Beta vs SPX: | 1.08 |
Fund Profile & Information for FOBTX
Fidelity Advisor 130/30 Large Cap Fund is an open-end fund incorporated in the USA. The Fund's seeks to obtain long-term growth of capital. The Fund normally invests at least 80% of assets in common stocks of companies with large market capitalizations (companies with market capitalizations similar to companies in the Russell 1000 Index or the Standard & Poor's 500 Index.)
| Inception Date: | 03-31-2008 | Telephone: | 1-877-208-0098 |
|---|---|---|---|
| Managers: | KEITH QUINTON | ||
| Web Site: | advisor.fidelity.com | ||
Fundamentals for FOBTX
| NAV | (on 2013-06-19) 9.09 |
|---|---|
| Assets (M) | (on 2013-05-31) 22.57 |
| Fund Leveraged | N |
| Minimum Investment | 2,500.00 |
| Minimum Subsequent Investment | 0.00 |
Dividends for FOBTX
| Dividend Type | Omitted |
|---|---|
| Dividend Frequency | Semi-Anl |
| Last Dividend Net | - |
| Dividend Yield (ttm) | - |
Fees & Expenses for FOBTX
| Front Load | 0.00 |
|---|---|
| Back Load | 5.00 |
| Current Mgmt Fee | 0.57 |
| Redemption Fee | 0.00 |
| 12b1 Fee | 1.00 |
| Expense Ratio | 2.28 |
Top Fund Holdings for FOBTX
Filing Date: 02/28/2013| Name | Position | Value | % of Total |
|---|---|---|---|
| Citigroup Inc | 18,500 | 776,445 | 3.811% |
| Oracle Corp | 21,100 | 722,886 | 3.548% |
| Microsoft Corp | 24,100 | 669,980 | 3.288% |
| Amgen Inc | 7,000 | 639,870 | 3.140% |
| Chevron Corp | 5,300 | 620,895 | 3.047% |
| Constellation Brands Inc | 13,900 | 614,936 | 3.018% |
| Samsung Electronics Co Ltd | 369 | 525,417 | 2.579% |
| Phillips 66 | 7,600 | 478,496 | 2.348% |
| Ocwen Financial Corp | 10,700 | 421,794 | 2.070% |
| Cigna Corp | 7,200 | 420,912 | 2.066% |
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
Sponsored Financial Commentaries
Advertisement
Top Forex Trading Resources
- 1
- 2
- 3
- 4
- 5
Advertisement
Advertisement
Sponsored Links
Advertisements
Rate this Page