Fidelity Advisor Founders A (FIFOX)

Fund Assets	203.49M
Expense Ratio	1.119%
Min. Investment	$0.00
Turnover	72.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Jun 12, 2026

Previous Close	27.41
YTD Return	7.41%
1-Year Return	7.83%
5-Year Return	69.68%
52-Week Low	23.48
52-Week High	28.72
Beta (5Y)	n/a
Holdings	76
Inception Date	Feb 14, 2019

About FIFOX

Fidelity Advisor Founders Fund Class A is a mutual fund designed to pursue capital appreciation by investing primarily in equity securities of founder-involved companies. These are firms where, at the time of the fund's initial investment, a founder remains directly involved as a member of senior management or on the board of directors. The fund’s investment approach combines quantitative analysis—assessing factors like growth potential, valuation, liquidity, and risk—with in-depth fundamental analysis that considers a company’s financial condition, competitive positioning, and prevailing market or economic conditions. Fidelity Advisor Founders Fund Class A spans both growth and value stocks, and it includes holdings of domestic as well as foreign issuers. Its portfolio predominantly targets large growth companies, with significant weightings in influential sectors such as technology, consumer cyclical, and communication services. The fund is notable for its focus on companies where founder leadership is seen as a catalyst for entrepreneurial drive and long-term vision, which can influence corporate culture and innovation. Since its inception in 2019, the fund has aimed to capture the unique opportunities that founder-led businesses may present in the broader equity market.

• Fund Family: Fidelity
• Category: Multi-Cap Growth
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: FIFOX
• Share Class: Class A
• Index: Russell 3000 TR

Performance

FIFOX had a total return of 7.83% in the past year, including dividends. Since the fund's inception, the average annual return has been 16.79%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
FIFWX	Fidelity Advisor Founders Fund: Class Z	0.70%
FIFVX	Fidelity Advisor Founders Fund: Class I	0.79%
FIFPX	Fidelity Advisor Founders Fund: Class M	1.35%
FIFQX	Fidelity Advisor Founders Fund: Class C	1.85%

Top 10 Holdings

43.30% of assets

Name	Symbol	Weight
Alphabet Inc.	GOOG	6.42%
Amazon.com, Inc.	AMZN	6.34%
Interactive Brokers Group, Inc.	IBKR	5.12%
NVIDIA Corporation	NVDA	4.89%
GE Aerospace	GE	3.85%
Microsoft Corporation	MSFT	3.58%
Monster Beverage Corporation	MNST	3.53%
Broadcom Inc.	AVGO	3.36%
Marriott International, Inc.	MAR	3.26%
Intercontinental Exchange, Inc.	ICE	2.95%

Dividend History

Ex-Dividend	Amount	Pay Date
Jun 12, 2026	$0.668	Jun 15, 2026
Jun 13, 2025	$0.637	Jun 16, 2025
Dec 20, 2024	$0.738	Dec 23, 2024
Dec 16, 2022	$0.073	Dec 19, 2022
Jun 10, 2022	$0.255	Jun 13, 2022
Dec 17, 2021	$0.357	Dec 20, 2021

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 15, 2026

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