Fidelity Advisor Diversified Stock Fund Class Z (FZACX)
The fund normally invests at least 80% of assets in stocks. It invests primarily in common stocks. The fund invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
Fund Info
| ISIN | US3161278441 |
|---|---|
| Issuer | Fidelity |
| Inception Date | Aug 13, 2013 |
| Category | Large Cap Growth Equities |
| Min. Investment | $0 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
FZACX features an expense ratio of 0.48%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: FZACX vs. FDTOX, FZACX vs. FPKFX, FZACX vs. FDESX, FZACX vs. FPPFX, FZACX vs. JQUA, FZACX vs. JLGMX, FZACX vs. POSKX, FZACX vs. FLCNX, FZACX vs. FITLX, FZACX vs. IWV
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Advisor Diversified Stock Fund Class Z, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Advisor Diversified Stock Fund Class Z had a return of 28.38% year-to-date (YTD) and 39.75% in the last 12 months. Over the past 10 years, Fidelity Advisor Diversified Stock Fund Class Z had an annualized return of 12.75%, outperforming the S&P 500 benchmark which had an annualized return of 11.33%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 28.38% | 24.30% |
| 1 month | 4.57% | 4.09% |
| 6 months | 12.89% | 14.29% |
| 1 year | 39.75% | 35.42% |
| 5 years (annualized) | 17.90% | 13.95% |
| 10 years (annualized) | 12.75% | 11.33% |
Monthly Returns
The table below presents the monthly returns of FZACX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.74% | 7.87% | 3.65% | -4.31% | 5.46% | 2.94% | -0.35% | 1.90% | 2.02% | -0.41% | 28.38% | ||
| 2023 | 6.92% | -2.90% | 2.85% | 1.30% | 2.39% | 6.39% | 3.68% | -0.95% | -5.16% | -2.18% | 9.60% | 4.32% | 28.33% |
| 2022 | -6.73% | -2.04% | 3.71% | -8.65% | 0.35% | -8.42% | 7.01% | -4.02% | -8.34% | 8.00% | 4.74% | -5.42% | -19.88% |
| 2021 | -0.30% | 4.78% | 2.73% | 5.91% | 0.93% | 2.12% | 0.75% | 2.72% | -3.88% | 7.71% | -0.99% | 3.15% | 28.19% |
| 2020 | 0.66% | -6.54% | -9.65% | 12.11% | 5.79% | 3.32% | 6.28% | 7.57% | -2.99% | -2.71% | 9.55% | 3.48% | 27.41% |
| 2019 | 8.22% | 3.04% | 1.56% | 3.87% | -6.14% | 6.58% | 0.89% | -1.00% | -0.43% | 2.54% | 3.46% | 3.22% | 28.17% |
| 2018 | 8.46% | -3.30% | -2.49% | 0.45% | 3.26% | -0.15% | 3.01% | 4.05% | 0.41% | -9.27% | 0.71% | -9.34% | -5.57% |
| 2017 | 1.90% | 3.27% | -0.28% | 0.92% | -0.20% | 1.00% | 2.64% | 0.19% | 2.30% | 2.96% | 2.26% | 0.88% | 19.28% |
| 2016 | -6.89% | 0.26% | 7.28% | 3.05% | 1.03% | -1.91% | 6.03% | 1.84% | 0.09% | -1.32% | 5.25% | 1.97% | 17.07% |
| 2015 | -3.56% | 5.76% | -1.83% | 2.03% | 0.41% | -1.65% | 0.76% | -6.42% | -4.37% | 6.80% | -0.22% | -8.52% | -11.31% |
| 2014 | -3.08% | 4.10% | 1.40% | 0.13% | 2.00% | 3.03% | -1.31% | 3.46% | -2.15% | 2.31% | 1.75% | 1.41% | 13.55% |
| 2013 | -0.95% | 3.60% | 3.34% | 3.28% | 4.28% | 14.21% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of FZACX is 77, placing it in the top 23% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Advisor Diversified Stock Fund Class Z (FZACX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Advisor Diversified Stock Fund Class Z provided a 0.41% dividend yield over the last twelve months, with an annual payout of $0.17 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.17 | $0.17 | $0.22 | $0.19 | $0.16 | $0.21 | $0.17 | $0.35 | $0.37 | $0.35 | $2.62 | $0.57 |
Dividend yield | 0.41% | 0.52% | 0.80% | 0.54% | 0.47% | 0.77% | 0.77% | 1.33% | 1.56% | 1.72% | 11.11% | 2.45% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Diversified Stock Fund Class Z. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.21 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.35 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.37 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.35 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $2.58 | $2.62 |
| 2013 | $0.57 | $0.57 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Advisor Diversified Stock Fund Class Z. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Fidelity Advisor Diversified Stock Fund Class Z was 30.35%, occurring on Mar 23, 2020. Recovery took 72 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.35% | Feb 20, 2020 | 23 | Mar 23, 2020 | 72 | Jul 6, 2020 | 95 |
| -25.99% | Dec 28, 2021 | 192 | Sep 30, 2022 | 303 | Dec 14, 2023 | 495 |
| -25.95% | May 22, 2015 | 183 | Feb 11, 2016 | 208 | Dec 7, 2016 | 391 |
| -23.04% | Oct 2, 2018 | 58 | Dec 24, 2018 | 221 | Nov 8, 2019 | 279 |
| -11.89% | Nov 28, 2014 | 11 | Dec 12, 2014 | 4 | Dec 18, 2014 | 15 |
Volatility
Volatility Chart
The current Fidelity Advisor Diversified Stock Fund Class Z volatility is 4.14%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.