- Fund Type: Open-End Fund
- Objective: Long/Short
- Asset Class: Equity
- Geographic Focus: U.S.
Fidelity Advisor 130/30 Large Cap Fund
+ Add to WatchlistFOTTX:US
9.37 USD 0.06 0.64%As of 09:29:30 ET on 05/23/2013.
Snapshot for Fidelity Advisor 130/30 Large Cap Fund (FOTTX)
| Year To Date: | +19.82% | 3-Month: | +10.55% | 3-Year: | +14.69% | 52-Week Range: | 6.62 - 9.54 |
|---|---|---|---|---|---|---|---|
| 1-Month: | +7.04% | 1-Year: | +39.11% | 5-Year: | -2.06% | Beta vs SPX: | 1.08 |
Fund Profile & Information for FOTTX
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: | 1-800-544-6666 |
|---|---|---|---|
| Managers: | KEITH QUINTON | ||
| Web Site: | www.fidelity.com | ||
Fundamentals for FOTTX
| NAV | (on 2013-05-23) 9.37 |
|---|---|
| Assets (M) | (on 2013-04-30) 21.96 |
| Fund Leveraged | N |
| Minimum Investment | 10,000.00 |
| Minimum Subsequent Investment | 0.00 |
Dividends for FOTTX
| Dividend Type | Income |
|---|---|
| Dividend Frequency | Annual |
| Last Dividend Net | (on 2012-12-27) 0.01 |
| Dividend Yield (ttm) | 0.14 |
Fees & Expenses for FOTTX
| Front Load | 0.00 |
|---|---|
| Back Load | 0.00 |
| Current Mgmt Fee | 0.57 |
| Redemption Fee | 0.00 |
| 12b1 Fee | 0.00 |
| Expense Ratio | 1.28 |
Top Fund Holdings for FOTTX
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