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Fidelity Advisor Energy Fund Class Z FFOHX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Fidelity Investment Hub

Morningstar’s Analysis FFOHX

Will FFOHX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FFOHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FFOHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FFOHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Its recent manager transition was significant as well as smooth.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Reduced conviction in Fidelity Select Energy Portfolio’s recently modified portfolio-management team drives its People Pillar rating down to Average from Above Average, while its Process Pillar rating remains at Average.

by William Samuel Rocco
Rated on Published on

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