Fidelity Advisor Stk Selec Lg Cp Val Z (FSCZX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
29.15
-0.06 (-0.21%)
Sep 5, 2025, 4:00 PM EDT
3.44%
Fund Assets 781.28M
Expense Ratio 0.72%
Min. Investment $0.00
Turnover 72.00%
Dividend (ttm) 2.84
Dividend Yield 9.73%
Dividend Growth 172.53%
Payout Frequency Semi-Annual
Ex-Dividend Date Mar 7, 2025
Previous Close 29.21
YTD Return 9.56%
1-Year Return 13.85%
5-Year Return 101.77%
52-Week Low 23.96
52-Week High 31.24
Beta (5Y) n/a
Holdings 157
Inception Date Feb 1, 2017

About FSCZX

Fidelity Advisor Stock Selector Large Cap Value Fund Class Z is a mutual fund that focuses on providing exposure to large-cap U.S. companies considered undervalued by market standards. The fund employs a value-oriented investment strategy, seeking to identify firms trading below their intrinsic worth based on fundamental analysis. Its portfolio is diversified across key sectors such as technology, financial services, energy, industrials, and communication services. Notable holdings include large, established companies like Microsoft, Wells Fargo, NVIDIA, GE Aerospace, and Exxon Mobil, reflecting its emphasis on leaders within the large-cap segment. The fund is managed by seasoned professionals, leveraging Fidelity’s research-driven approach to navigate less conventional opportunities and deliver disciplined stock selection. It is designed primarily for institutional investors, offering Class Z shares characterized by competitive expense ratios and no minimum initial investment. This fund plays a significant role for investors or institutions aiming to participate in the potential for growth and income from established, value-oriented U.S. companies, while benefiting from the oversight and stability of a reputable fund manager.

Fund Family Fidelity
Category Large Value
Stock Exchange NASDAQ
Ticker Symbol FSCZX
Share Class Class Z
Index Russell 1000 Value TR

Performance

FSCZX had a total return of 13.85% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.23%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol Provider Name Expense Ratio
SWLVX Schwab Schwab US Large-Cap Value Index 0.03%
VWNDX Vanguard Vanguard Windsor Investor Shares 0.36%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol Share Class Expense Ratio
FLUIX Fidelity Advisor Stock Selector Large Cap Value Fund: Class I 0.82%
FLUAX Fidelity Advisor Stock Selector Large Cap Value Fund: Class A 1.13%
FLUTX Fidelity Advisor Stock Selector Large Cap Value Fund: Class M 1.37%
FLUEX Fidelity Advisor Stock Selector Large Cap Value Fund: Class C 1.88%

Top 10 Holdings

20.49% of assets
Name Symbol Weight
Alphabet Inc. GOOGL 2.84%
Amazon.com, Inc. AMZN 2.56%
Bank of America Corporation BAC 2.38%
Exxon Mobil Corporation XOM 2.31%
Wells Fargo & Company WFC 2.02%
The Boeing Company BA 1.79%
JPMorgan Chase & Co. JPM 1.73%
The Procter & Gamble Company PG 1.65%
Chubb Limited CB 1.63%
Salesforce, Inc. CRM 1.57%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Mar 7, 2025 $0.439 Mar 10, 2025
Dec 20, 2024 $2.398 Dec 23, 2024
Mar 8, 2024 $0.457 Mar 11, 2024
Dec 15, 2023 $0.584 Dec 18, 2023
Mar 10, 2023 $0.084 Mar 13, 2023
Dec 9, 2022 $1.209 Dec 12, 2022
Full Dividend History