FSOAX Mutual Fund

FSOAX Mutual Fund (Fidelity Advisor Value Strategies Fund Class A) is managed by Fidelity Investments (US) with $470.9M in net assets. FSOAX expense ratio is 0.96%, holding 195 positions across sectors including Industrials, Financials, Information Technology. Inception date: 1996-09-03.

FSOAX performance shows a YTD return of 28.54%. The 1-year return is 34.18% and the 5-year return is 12.06%. FSOAX dividend yield stands at 0.80%, paid annually.

FSOAX top holdings include Fidelity Cash Central Fund (2.9%), Western Digital Corp. (2.1%), Welltower, Inc. (1.1%), Xcel Energy Inc. (1.1%), Iron Mtn Inc New Com Npv (1.0%). Go to all FSOAX holdings, FSOAX sectors, or FSOAX dividends.

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