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Fidelity Advisor New Insights Fund: Class I: (MF: FINSX)
(NASDAQ Mutual Funds) As of Apr 23, 2024 08:00 PM ET
$38.53 USD
+0.59 (1.56%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.63 | 2 |
| 3 months | 16.63 | 2 |
| 6 months | 30.06 | 9 |
| 1 Year | 44.29 | 4 |
| 3 Year | 11.98 | 9 |
| 5 Year | 14.92 | 22 |
| 10 Year | 12.74 | 21 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -46.65 |
| Bull Market (2/09 - 3/21) | 793.50 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 44.29 |
| 5 Year | 14.91 |
| 10 Year | 12.73 |
| Since Inception | 12.34 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 16.63 | NA | NA | NA |
| 2023 | 10.17 | 11.55 | -0.55 | 11.51 |
| 2022 | -10.31 | -19.35 | -4.16 | 4.90 |
| 2021 | 2.58 | 12.04 | 0.49 | 7.88 |
| 2020 | -17.84 | 24.41 | 11.42 | 8.83 |
| 2019 | 15.32 | 5.55 | -2.28 | 8.81 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.63 | 36.29 | -27.28 | 24.61 | 23.95 | 29.44 | -4.16 | 28.34 | 6.54 | 2.64 | 9.50 |
| % Total Return Rel to Index | 6.07 | 10.04 | -9.07 | -4.07 | 5.55 | -2.04 | 0.22 | 6.54 | -5.38 | 1.25 | -4.13 |
| % Total Return Rel to Peer | 6.68 | 13.29 | -7.58 | 2.55 | 4.03 | 1.01 | 2.69 | 7.66 | -1.27 | 4.24 | 1.30 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 3.00 | 2.00 | 3.00 | 2.00 | 1.00 | 4.00 | 2.00 | 3.00 |
| % Dividends | 0.01 | 0.14 | 0.19 | 0.00 | 0.00 | 0.12 | 0.07 | 0.08 | 0.11 | 0.08 | 0.06 |
| % Yield | 0.01 | 0.38 | 0.63 | 0.00 | 0.00 | 0.33 | 0.22 | 0.25 | 0.39 | 0.30 | 0.21 |
| Capital Gains ($) | 0.19 | 1.95 | 3.71 | 5.08 | 2.97 | 2.04 | 3.65 | 2.38 | 1.28 | 1.13 | 2.04 |
| Expense Ratio | 0.00 | 0.43 | 0.44 | 0.68 | 0.84 | 0.82 | 0.78 | 0.67 | 0.63 | 0.66 | 0.67 |
* 1 = Top 20%, 5 = Bottom 20%