About FSOAX
Fidelity Advisor Value Strategies Fund Class A is a mutual fund designed to seek capital appreciation by investing primarily in U.S. companies that are believed to be undervalued by the market. The fund focuses on value investing strategies, targeting stocks that trade below their perceived intrinsic value based on metrics such as assets, sales, earnings, or growth potential. While it primarily emphasizes mid-cap equities, its portfolio may also include large and small capitalization stocks, offering broader exposure within the value segment. The fund’s holdings span multiple industries, with significant representation in financial services, industrials, energy, technology, real estate, and utilities. Notable positions include companies such as Global Payments Inc., Apollo Global Management, and Canadian Natural Resources. With a moderate turnover rate, the fund is actively managed, aiming to identify and capitalize on mispriced opportunities in the U.S. equity market. Fidelity Advisor Value Strategies Fund Class A plays a role in diversified portfolios by providing investors with access to a disciplined, value-oriented investment approach within the mid-cap space, positioning it as a key component for those seeking long-term growth through undervalued stocks.
Fund Family Fidelity
Category Mid-Cap Value
Performance Rating Above Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol FSOAX
Share Class Class A
Index Russell MidCap Value TR
FSOAX had a total return of 23.01% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.91%.
