Fidelity Advisor Mega Cap Stock Fund Class Z (FZALX)
The investment seeks high total return through a combination of current income and capital appreciation. The fund invests at least 80% of its assets in common stocks of companies with mega market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell Top 200 Index or the S&P 100 Index). It invests in domestic and foreign issuers and invests in either "growth" stocks or "value" stocks or both. The adviser 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
US31617F7915
Aug 13, 2013
$0
Large-Cap
Blend
Expense Ratio
FZALX has an expense ratio of 0.51%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Fidelity Advisor Mega Cap Stock Fund Class Z (FZALX) returned -0.08% year-to-date (YTD) and 9.07% over the past 12 months. Over the past 10 years, FZALX returned 6.30% annually, underperforming the S&P 500 benchmark at 10.46%.
FZALX
-0.08%
9.51%
-2.75%
9.07%
16.52%
6.30%
^GSPC (Benchmark)
-3.77%
7.44%
-5.60%
8.37%
14.12%
10.46%
Monthly Returns
The table below presents the monthly returns of FZALX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.16% | -1.09% | -4.95% | -0.68% | 2.75% | -0.08% | |||||||
| 2024 | 1.54% | 5.16% | 4.55% | -1.90% | 4.78% | 2.56% | 0.53% | 1.15% | 1.70% | 0.28% | 4.80% | -3.08% | 23.95% |
| 2023 | 8.22% | -2.26% | 1.91% | 2.93% | -1.13% | 5.65% | 4.37% | -1.89% | -3.23% | -2.24% | 8.21% | 3.17% | 25.35% |
| 2022 | 0.31% | -0.83% | 0.94% | -8.48% | 2.49% | -10.03% | 8.46% | -6.13% | -9.82% | 12.84% | 6.73% | -5.63% | -11.58% |
| 2021 | -0.75% | 8.56% | 3.88% | 4.97% | 2.66% | -0.31% | 0.21% | -1.75% | -3.08% | 6.02% | -3.67% | 4.59% | 22.57% |
| 2020 | -2.14% | -9.14% | -13.34% | 10.01% | 3.90% | 2.80% | 4.64% | 2.44% | -4.05% | -3.07% | 15.86% | 2.59% | 7.28% |
| 2019 | 7.66% | 3.32% | 1.20% | 4.49% | -7.14% | 6.53% | 1.09% | -9.44% | 2.26% | 3.66% | 4.33% | -0.52% | 17.19% |
| 2018 | 5.53% | -5.35% | -2.83% | 1.37% | 1.58% | 0.63% | 4.87% | -7.20% | 0.47% | -5.02% | 0.25% | -15.68% | -21.05% |
| 2017 | 0.75% | 3.72% | -0.28% | 0.77% | -0.00% | 1.70% | 1.94% | -11.69% | 2.72% | 0.94% | 2.86% | -0.73% | 1.80% |
| 2016 | -6.04% | -1.30% | 6.86% | 1.36% | 1.66% | -1.57% | 4.79% | 1.14% | 0.49% | -0.61% | 4.99% | 1.41% | 13.30% |
| 2015 | -4.92% | 7.42% | -2.32% | 2.86% | 0.59% | -1.71% | 1.50% | -6.14% | -3.12% | 8.52% | 0.19% | -3.09% | -1.33% |
| 2014 | -4.23% | 4.48% | 1.56% | 0.32% | 2.49% | 2.05% | -0.79% | 3.80% | -0.80% | 1.80% | 2.31% | -0.01% | 13.44% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FZALX is 62, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Advisor Mega Cap Stock Fund Class Z (FZALX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Fidelity Advisor Mega Cap Stock Fund Class Z provided a 2.83% dividend yield over the last twelve months, with an annual payout of $0.72 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.72 | $0.72 | $0.45 | $0.76 | $0.95 | $1.50 | $2.04 | $2.95 | $2.88 | $0.37 | $0.67 | $0.93 |
Dividend yield | 2.83% | 2.83% | 2.17% | 4.51% | 4.92% | 9.35% | 13.19% | 21.94% | 16.56% | 2.12% | 4.32% | 5.63% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Mega Cap 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.00 | $0.31 | $0.72 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.00 | $0.34 | $0.45 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.59 | $0.00 | $0.00 | $0.00 | $0.17 | $0.76 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.69 | $0.00 | $0.00 | $0.00 | $0.25 | $0.95 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.69 | $0.00 | $0.00 | $0.00 | $0.61 | $1.50 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.29 | $0.00 | $0.00 | $0.00 | $0.75 | $2.04 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.79 | $0.00 | $0.00 | $0.00 | $1.17 | $2.95 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.28 | $0.00 | $0.00 | $0.00 | $0.60 | $2.88 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.00 | $0.23 | $0.37 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $0.00 | $0.13 | $0.67 |
| 2014 | $0.57 | $0.00 | $0.00 | $0.00 | $0.36 | $0.93 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Advisor Mega Cap 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 Mega Cap Stock Fund Class Z was 42.95%, occurring on Mar 23, 2020. Recovery took 228 trading sessions.
The current Fidelity Advisor Mega Cap Stock Fund Class Z drawdown is 6.05%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.95% | Jan 29, 2018 | 541 | Mar 23, 2020 | 228 | Feb 17, 2021 | 769 |
| -25.28% | Jan 13, 2022 | 180 | Sep 30, 2022 | 198 | Jul 18, 2023 | 378 |
| -18.49% | Feb 20, 2025 | 34 | Apr 8, 2025 | — | — | — |
| -17.99% | Jul 21, 2015 | 143 | Feb 11, 2016 | 122 | Aug 5, 2016 | 265 |
| -13.56% | Aug 3, 2017 | 13 | Aug 21, 2017 | 109 | Jan 26, 2018 | 122 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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