Fidelity Advisor Small Cap Growth Fund Class Z
FIDGX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 245 Summer Street Boston MA United States of America 2210
- IPO Date
- Feb 9, 2017
- CIK
- 0000754510
- Website
- fundresearch.fidelity.com
- Similar Companies
- Business
- Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX) is an open-end mutual fund managed by Fidelity Investments that seeks capital appreciation by investing primarily in common stocks of companies with small market capitalizations, defined as those similar to issuers in the Russell 2000 Growth Index or S&P SmallCap 600; it normally allocates at least 80% of assets to such securities, including domestic and foreign growth stocks exhibiting above-average growth potential at reasonable valuations, with a portfolio diversified across sectors such as healthcare, technology, industrials, consumer cyclical, and financial services. Top holdings as of recent data include Wix.com Ltd, Exlservice Holdings Inc, Carpenter Technology Corp, Fidelity Cash Central Fund, and OSI Systems Inc, representing approximately 6% of the portfolio; asset allocation emphasizes U.S. stocks (over 90%), with minor exposure to non-U.S. stocks, cash, and bonds. The fund targets institutional and high-net-worth investors through its no-load Class Z shares, which feature a net expense ratio of 0.86% and minimum initial investment of zero dollars, operating within the small-cap growth category. Launched on February 1, 2017, as a share class of the broader Fidelity Advisor Small Cap Growth Fund family (with the underlying portfolio originating in 2004), FIDGX is domiciled in the United States and headquartered at Fidelity's Boston, Massachusetts facility; total net assets stand at approximately $6.73 billion, with the Class Z share class comprising $2.41 billion. Portfolio management is led by Patrick Venanzi since November 30, 2011, and co-manager Slava Kruzement-Prykhodko since September 29, 2023, emphasizing high-quality small-cap companies with strong earnings revision potential and disciplined valuation. Recent developments include the addition of Slava Kruzement-Prykhodko as co-manager in September 2023 to bolster the team's expertise in small-cap growth selection; in Q2 2024, the fund established new positions in consumer discretionary, financials, materials, and industrials sectors while trimming or eliminating select software and services holdings where valuations became less attractive or conviction diminished. A dividend distribution of $1.461 per share occurred on September 12, 2025, reflecting ongoing portfolio income generation; as of March 31, 2025, the fund reported robust growth metrics, including 25.31% one-year EPS growth and 16.15% sales growth across holdings. No major acquisitions, mergers, or strategic alliances specific to FIDGX were reported in the last 1-2 years, with focus remaining on active stock selection amid volatile small-cap markets.