- What does FZAMX invest in?
- The primary objective of this fund is to achieve substantial capital growth over an extended period. A core component of its strategy involves dedicating at least 80% of its assets to companies characterized by their medium market capitalization. For the purposes of this fund, mid-sized companies are generally those with market capitalizations akin to the constituents of the Russell Midcap® Index or the S&P MidCap 400® Index. While predominantly investing in common equity securities, the fund maintains the flexibility to include businesses with either smaller or larger market values. Its portfolio may comprise securities from both domestic and international issuers, and its investment approach can encompass growth-oriented stocks, value-oriented stocks, or a blend of both styles.
- What is the expense ratio of FZAMX?
- Fidelity Advisor Mid Cap II Fund Class Z (FZAMX) charges an expense ratio of 0.58%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is FZAMX?
- Fidelity Advisor Mid Cap II Fund Class Z (FZAMX) manages $1.74B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is FZAMX actively managed or an index fund?
- FZAMX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was FZAMX launched?
- Fidelity Advisor Mid Cap II Fund Class Z (FZAMX) launched in August 2013 and is managed by Fidelity.
- How has FZAMX performed?
- FZAMX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
