FAIVX Mutual Fund

NAV$24.02

Fund Essentials

Net Assets
$31M
Expense Ratio
0.67%
Dividend Yield (Current)
1.75%
Holdings
119
Inception Date
May 9, 2001
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+9.12%
1 Year+5.77%
3 Year+8.33%
5 Year+10.96%
10 Year+8.63%

Asset Allocation

Stocks: 98.06%
Cash: 1.95%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
1.75%
Frequency
Annually
Latest Distribution
$0.77
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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FAIVX Mutual Fund Overview

FAIVX Mutual Fund (Fidelity Advisor Equity Value Fund Class I) is managed by Fidelity Investments (US) with $31.0M in net assets. FAIVX expense ratio is 0.67%, holding 119 positions across various sectors. Inception date: 2001-05-09.

FAIVX performance shows a YTD return of 9.12%. The 1-year return is 5.77% and the 5-year return is 10.96%. FAIVX dividend yield stands at 1.75%, paid annually.

FAIVX top holdings include a diversified portfolio. View all FAIVX holdings, sector breakdown, or dividend history.

FAIVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FAIVX alternatives are available via the screener, along with tax-loss harvesting opportunities.