See what your fund actually adds

Fidelity Advisor Mid-Cap Stock Fund - Class A FMCHX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

FMCHX compared with its replication portfolio
MeasureFMCHXReplication
Annualized growth9.2%9.3%
Annualized volatility16.6%17.0%
Sharpe ratio0.610.61
Maximum drawdown19.9%21.5%
Replication fit (R²)0.96 · Tracking error 3.4%

Replication portfolio

The published portfolio below is the investable basket used to model FMCHX’s historical return behavior.

FMCHX replication basket weights
TickerBuilding blockWeight
IJHUS Mid Cap73.8%
MTUMFactor · Momentum9.1%
XLISector · Industrials6.6%
XLESector · Energy5.4%
ICVTFI · Convertibles5.1%