Fidelity Advisor Mid Cap II Fund Class Z (FZAMX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.16: the stock has moved about 16% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerFidelity Advisor Mid Cap II Fund Class Z (FZAMX) trades at $29.65. Fidelity Advisor Mid Cap II Fund Class Z is a mutual fund focused on long-term capital growth by investing in mid-sized companies. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for FZAMX: FZAMX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Fidelity Advisor Mid Cap II Fund Class Z (FZAMX) Financial Services Profile
Fidelity Advisor Mid Cap II Fund Class Z (FZAMX) seeks long-term capital growth by investing primarily in mid-cap companies, mirroring the Russell Midcap® Index and S&P MidCap 400® Index. The fund diversifies across domestic and foreign issuers, employing both growth and value investment strategies within the asset management sector.
What Is the Investment Thesis for FZAMX?
Fidelity Advisor Mid Cap II Fund Class Z (FZAMX) presents a focused investment in the mid-cap equity space, with a beta of 1.16 indicating moderate volatility relative to the market. The fund's strategy of investing at least 80% of its assets in companies mirroring the Russell Midcap® Index and S&P MidCap 400® Index provides targeted exposure to this segment. A key value driver is the fund's dual approach of utilizing both growth and value stock strategies, allowing it to adapt to different market conditions. The fund's ability to invest in both domestic and foreign issuers offers diversification benefits. However, the absence of a dividend yield may deter income-focused investors. The fund's performance will likely be influenced by the overall health of the mid-cap market and the effectiveness of its stock selection process.
Based on FMP financials and quantitative analysis
FZAMX Key Highlights
The fund focuses on long-term capital growth, aligning with investors seeking appreciation over time.
- Invests at least 80% of assets in mid-cap companies, mirroring the Russell Midcap® Index and S&P MidCap 400® Index, providing targeted market exposure.
- Employs both growth and value stock strategies, offering flexibility in varying market conditions.
- Invests in both domestic and foreign issuers, diversifying geographically.
- The fund has a beta of 1.16, indicating moderate volatility compared to the broader market.
Who Are FZAMX's Competitors?
FZAMX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| DMIDX BNY Mellon MidCap Index Fund Class I | $29.88 | +0.95% | $1.31B | — |
| DSPIX BNY Mellon Institutional S&P 500 Stock Index Fund Class I | $50.72 | +0.73% | $1.37B | — |
| FLCCX Fidelity Advisor Large Cap Fund Class C | $45.07 | +0.92% | $1.73B | — |
| FZADX Fidelity Advisor Dividend Growth Z | $25.41 | +0.75% | $1.51B | — |
| GCMAX Goldman Sachs Mid Cap Value Fund Class A | $38.79 | +0.86% | $1.72B | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 49 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 67 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 55 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FZAMX's Key Strengths?
Experienced management team with expertise in mid-cap equities.
- Diversified investment approach with both growth and value strategies.
- Access to Fidelity Investments' extensive research resources.
- Focus on long-term capital growth.
What Are FZAMX's Weaknesses?
Fund performance is subject to market volatility.
- Absence of dividend yield may deter income-focused investors.
- Reliance on mid-cap equity performance.
- Management fees can impact overall returns.
What Are the Key Risks for FZAMX?
Economic downturns can negatively impact mid-cap companies.
- Increased competition from other asset management firms.
- Changes in interest rates can affect market valuations.
- Market volatility can impact fund performance.
What Are FZAMX's Competitive Advantages?
- Established Brand: Fidelity Investments has a strong brand reputation and a long history in the asset management industry.
- Experienced Management Team: The fund is managed by experienced investment professionals with expertise in mid-cap equities.
- Extensive Research Capabilities: Fidelity Investments has extensive research resources to support its investment decisions.
What Does FZAMX Do?
Fidelity Advisor Mid Cap II Fund Class Z is designed for investors seeking long-term capital appreciation. Established as part of the Fidelity Investments family, the fund focuses on investing in securities of companies with medium market capitalizations. These are generally companies whose market caps align with those included in the Russell Midcap® Index or the S&P MidCap 400® Index. The fund invests at least 80% of its assets in these mid-cap companies, providing a targeted approach to this segment of the market. The fund's primary investment vehicle is common stock, reflecting a focus on equity-based growth. While primarily focused on mid-cap stocks, the fund retains the flexibility to invest in companies with smaller or larger market capitalizations, allowing for opportunistic adjustments based on market conditions. The fund also invests in both domestic and foreign issuers, providing geographical diversification. Investment decisions are made using both growth and value stock strategies, allowing the fund to adapt to varying market environments and capitalize on different investment opportunities. This blended approach aims to balance risk and return, seeking consistent long-term growth for its investors. As of 2026, the fund manages $1.80 billion in assets.
What Products and Services Does FZAMX Offer?
- Invests primarily in common stocks of mid-sized companies.
- Targets companies with market capitalizations similar to those in the Russell Midcap® Index or the S&P MidCap 400® Index.
- Utilizes both growth and value stock investment strategies.
- Invests in both domestic and foreign issuers.
- Seeks long-term growth of capital for its investors.
- Manages a portfolio of diversified assets within the mid-cap equity space.
How Does FZAMX Make Money?
- Generates revenue through management fees charged as a percentage of assets under management (AUM).
- Aims to outperform its benchmark indices (Russell Midcap® Index and S&P MidCap 400® Index) to attract and retain investors.
- Employs a team of investment professionals to research and select securities for the fund's portfolio.
What Industry Does FZAMX Operate In?
Fidelity Advisor Mid Cap II Fund Class Z operates within the asset management industry, which is characterized by a diverse range of investment vehicles and strategies. The industry is influenced by market trends, economic conditions, and regulatory changes. Competition is intense, with numerous firms offering similar mid-cap focused funds. The fund's success depends on its ability to deliver competitive returns and attract investors seeking exposure to the mid-cap segment. As of 2026, the asset management industry continues to experience growth, driven by increasing investor demand for diversified investment solutions.
Who Are FZAMX's Key Customers?
- Individual investors seeking long-term capital growth.
- Financial advisors looking for mid-cap equity exposure for their clients.
- Institutional investors seeking diversified investment strategies.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
FZAMX Financials
Bull Case vs Bear Case
Bull Case
- Experienced management team with expertise in mid-cap equities.
- Diversified investment approach with both growth and value strategies.
- Access to Fidelity Investments' extensive research resources.
- Focus on long-term capital growth.
Bear Case
- Fund performance is subject to market volatility.
- Absence of dividend yield may deter income-focused investors.
- Reliance on mid-cap equity performance.
- Management fees can impact overall returns.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
FZAMX Latest News
No recent news available for FZAMX.
FZAMX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for FZAMX.
Price Targets
Wall Street price target analysis for FZAMX.
FZAMX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for FZAMX; grades run from A+ (80-100) to F (below 30).
FZAMX Financials Stock FAQ
How does Fidelity Advisor Mid Cap II Fund Class Z make money in financial services?
Fidelity Advisor Mid Cap II Fund Class Z generates revenue primarily through management fees. These fees are calculated as a percentage of the fund's total assets under management (AUM). The fund charges these fees to cover the costs of managing the fund, including research, trading, and administrative expenses.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data based on available information as of 2026-03-17.