FSOAX Mutual Fund

FSOAX Mutual Fund (Fidelity Advisor Value Strategies Fund Class A) is managed by Fidelity Investments (US) with $457.4M in net assets. FSOAX expense ratio is 0.96%, holding 176 positions across sectors including Industrials, Financials, Information Technology. Inception date: 1996-09-03.

FSOAX performance shows a YTD return of 28.54%. The 1-year return is 40.93% and the 5-year return is 12.64%. FSOAX dividend yield stands at 0.80%, paid annually.

FSOAX top holdings include Western Digital Corp Company Guar 11/28 3 (2.2%), Fidelity Cash Central Fund (2.0%), Xcel Energy Inc. (1.2%), Welltower, Inc. (1.1%), Dl Co., Ltd. (1.1%). Go to all FSOAX holdings, FSOAX sectors, or FSOAX dividends.

FSOAX can be compared against other funds. Use FSOAX overlap to find shared positions, or FSOAX vs another fund for a side-by-side view. FSOAX alternatives are available via the screener, along with tax-loss harvesting opportunities.