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33.77
-0.11
-0.32%
07/02 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 52.98M
Fidelity Advisor Equity Income C
33.77
-0.11
-0.32%
- Overview
- Profile
- Historical Data
- Holdings
Fidelity Advisor Equity Income Fund - Class C Overview
On this page you'll find an in-depth profile of Fidelity Advisor Equity Income Fund - Class C. Learn about the key management, total assets, investment strategy and contact information of FEICX among other information.
Investment Strategy
The investment seeks a yield from dividend and interest income which exceeds the composite dividend yield on securities comprising the S&P 500® Index. The fund normally invests at least 80% of assets in equity securities. It normally invests primarily in income-producing equity securities, which tends to lead to investments in large cap "value" stocks. The fund potentially invests in other types of equity securities and debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds). It invests in domestic and foreign issuers.
Contact Information
Address
483 Bay Street
Toronto,ON M5G 2N7
Canada
Toronto,ON M5G 2N7
Canada
Phone
416-307-5200
Fax
1-800-387-8092
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| John Sheehy | Portfolio Manager | 2017 | Now |
| Biography | Since joining Fidelity Investments in 2007, Mr. Sheehy has worked as an equity research analyst and portfolio manager. | ||
| Adam Kramer | - | 2011 | 2020 |
| Biography | Adam Kramer is a portfolio manager in the High Income and Alternatives division at Fidelity Investments (“Fidelity”). In this role, he manages several multi-asset income funds and manages opportunistic high-yield bond strategies for institutional investors as well as a high-income fund available exclusively to Canadian investors. Mr. Kramer began working full time at Fidelity in 2000 as a research analyst and has since covered a variety of industries. | ||
| James Morrow | Portfolio Manager | 2011 | 2017 |
| Biography | Mr. Morrow is the founder and CEO of Callodine Group, LLC, the parent entity of the Sub-Advisor. Mr. Morrow has managed the Series since its inception in 2023 and managed the Predecessor Fund since its inception in 2022. Mr. Morrow is primarily responsible for the day-to-day management of the Series. Previous positions held in the last five years: Chief Investment Officer, Callodine; portfolio manager, Fidelity Investments (FMRCo). | ||
| Stephen R. Petersen | Vice President | 2009 | 2011 |
| Biography | Petersen is a vice president and portfolio manager with Fidelity Investments. He joined the firm in 1980 and has worked as a research analyst and portfolio manager. Previously, he served the company as an analyst for the airline and insurance industries. Petersen holds the Chartered Financial Analyst designation. | ||
| C. Robert Chow | Vice President | 1996 | 2009 |
| Biography | Chow is vice president. He also manages another Fidelity fund. Since joining Fidelity Investments in 1989, he has worked as a research analyst and manager. | ||
| Bettina Doulton | Portfolio Manager | 1993 | 1996 |
| Biography | Doulton joined Fidelity Investments in 1986 and became a portfolio manager in 1990. Previously, she served the company as an assistant portfolio manager and as an equity analyst, following both the auto-and-tire and the gaming-and-lodging industries. | ||
| Beth F. Terrana | Senior Vice President, Portfolio Manager | 1990 | 1993 |
| Biography | Terrana has been a senior vice president and portfolio manager with Fidelity Investments since 1993. She joined the company in 1983 as a securities analyst in the retail and apparel industries. Previously, she worked as assistant vice president of Putnam Management for three years. She began her financial career in 1978 as an assistant manager with Morgan Guaranty Trust Company. Terrana holds the Chartered Financial Analyst designation. | ||
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