Fidelity Advisor Energy Fund Quote
| FANAX Fund | USD 44.77 0.16 0.36% |
PerformanceOK
| Odds Of DistressLow
|
Fidelity Advisor is trading at 44.77 as of the 21st of July 2025; that is 0.36% down since the beginning of the trading day. The fund's open price was 44.93. Fidelity Advisor has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
The fund normally invests primarily in common stocks. It normally invests at least 80 percent of assets in securities of companies principally engaged in the energy field including the conventional areas of oil, gas, electricity and coal, and newer sources of energy such as nuclear, geothermal, oil shale, and solar power. More on Fidelity Advisor Energy
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Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Value Funds, Equity Energy Funds, Equity Energy, Fidelity Investments, Large Value, Equity Energy (View all Sectors) |
| Update Date | 30th of June 2025 |
Fidelity Advisor Energy [FANAX] is traded in USA and was established 21st of July 2025. Fidelity Advisor is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Equity Energy category and is part of Fidelity Investments family. This fund currently has accumulated 940.07 M in assets under management (AUM) with no minimum investment requirementsFidelity Advisor Energy is currently producing year-to-date (YTD) return of 1.89% with the current yeild of 0.01%, while the total return for the last 3 years was 11.19%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Advisor Energy Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Advisor Energy Mutual Fund Constituents
| DK | Delek Energy | Stock | Energy | |
| KMI | Kinder Morgan | Stock | Energy | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| WMB | Williams Companies | Stock | Energy | |
| VST | Vistra Energy Corp | Stock | Utilities | |
| VLO | Valero Energy | Stock | Energy | |
| PSX | Phillips 66 | Stock | Energy | |
| OXY | Occidental Petroleum | Stock | Energy |
Fidelity Advisor Energy Risk Profiles
| Mean Deviation | 1.04 | |||
| Semi Deviation | 1.05 | |||
| Standard Deviation | 1.3 | |||
| Variance | 1.68 |
Fidelity Advisor Against Markets
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