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Fidelity Advisor New Insights Fund: Class I: (MF: FINSX)

(NASDAQ Mutual Funds) As of Jun 30, 2022 08:00 PM ET

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$29.75 USD

-0.36 (-1.20%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

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Latest Performance as of May 31, 2022

Total Return %* Percentile Rank Objective
YTD -20.69 69
3 months -9.26 67
6 months -19.84 71
1 Year -10.31 69
3 Year 11.55 69
5 Year 11.36 46
10 Year 12.78 43

* Annual for three years and beyond.

Zacks Premium Research for FINSX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Sell 4
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 54.32
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 5/31/2022 9,145.58
%Turnover 5/31/2022 29.00

Risk

3 Year 5 Year 10 Year
Beta 1.05 1.05 1.02
Alpha -4.66 -2.14 -1.51
R Squared 0.93 0.93 0.91
Std. Dev. 19.67 17.87 14.33
Sharpe 0.66 0.67 1.00

Sector / Country Weightings

As of 5/31/2022 % of Portfolio
Technology 34.09
Finance 22.00
Retail Trade 12.15
Other 7.60
Industrial Cyclical 7.52
Health 5.63
Non-Durable 3.96
Energy 2.59
Services 2.34
Consumer Durables 1.57
Utilities 0.55

Portfolio Holdings

Top Equity Holdings
(As of 3/31/2022)
% of Portfolio Value (Mil$)
ALPHABET INC CLASS C 7.18 1,617.35
AMAZON COM INC 6.54 1,474.66
MICROSOFT CORP 6.06 1,366.31
META PLATFORMS INC 6.00 1,351.98
NVIDIA CORP 4.58 1,031.46
BERKSHIRE HATHAWAY INC CL 4.43 998.60
APPLE INC 3.27 737.55
UNITEDHEALTH GROUP INC 3.08 694.64
TOTAL*MONEY MARKET 2.30 518.75

Stock Holding % of Net Assets

As Of 3/31/2022
Total Issues 395
Avg. P/E 29.82
Avg. P/Book 4.80
Avg. EPS Growth 16.57
Avg. Market Value (Mil $) 550,874

Allocation

% of Portfolio
Large Growth 63.63
Large Value 17.62
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 15.81
High Yield Bond 0.00