FAFSX Mutual Fund

FAFSX Mutual Fund (Fidelity Advisor Financials Fund Class M) is managed by Fidelity Investments (US) with $92.8M in net assets. FAFSX expense ratio is 1.24%, holding 61 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 1996-09-03.

FAFSX performance shows a YTD return of 9.09%. The 1-year return is 16.66% and the 5-year return is 12.73%. FAFSX dividend yield stands at 6.21%, paid annually.

FAFSX top holdings include Mastercard Inc (8.5%), Wells Fargo & Co. (6.9%), Bank of America Corp.: Financials (6.8%), Citigroup Inc. (4.3%), State Street Corp. (3.6%). Go to all FAFSX holdings, FAFSX sectors, or FAFSX dividends.

FAFSX can be compared against other funds. Use FAFSX overlap to find shared positions, or FAFSX vs another fund for a side-by-side view. FAFSX alternatives are available via the screener, along with tax-loss harvesting opportunities.