About FLUIX
Fidelity Advisor Stock Selector Large Cap Value Fund - Class I is a mutual fund that focuses on investing in large-cap U.S. companies considered to be undervalued relative to their intrinsic worth. The primary goal of the fund is to provide both capital preservation and long-term appreciation by selecting stocks from the large value segment of the market, which typically includes established firms with stable earnings and strong market positions. The fund employs a diversified, multi-manager approach, aiming to leverage various investment perspectives within the large value universe.
Key holdings are drawn from major sectors such as financial services, energy, consumer cyclical, healthcare, and technology, with leading positions in companies like Wells Fargo, Exxon Mobil, UnitedHealth Group, and Cisco Systems. The fund is actively managed with a moderate turnover rate, reflecting ongoing portfolio adjustments to capture value opportunities. It plays a significant role for institutional and individual investors seeking exposure to blue-chip value stocks, often as a core component of diversified equity portfolios. By emphasizing value-oriented large-cap equities, the fund contributes to broader market diversification and may help mitigate volatility compared to more growth-focused strategies.
Fund Family Fidelity
Category Large Value
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol FLUIX
Share Class Class I
Index Russell 1000 Value TR
FLUIX had a total return of 13.12% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.85%.
