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Morningstar

Fidelity Advisor Capital Development O FDETX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 23.60  /  +1.03 %
  • Total Assets 4.5 Bil
  • Adj. Expense Ratio
    0.560%
  • Expense Ratio 0.560%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Limited
  • TTM Yield 1.07%
  • Turnover 12%

USD | NAV as of May 31, 2024 | 1-Day Return as of May 31, 2024, 10:14 PM GMT+0

Morningstar’s Analysis FDETX

Will FDETX outperform in 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 FDETX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FDETX 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 FDETX’s parent organization’s priorities and whether they’re in line with investors’ interests.

No benchmark-hugger.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

With its seasoned portfolio manager and ample resources, Fidelity Large Cap Stock FLCSX and funds run in a similar fashion—including Fidelity Advisor Capital Development—have an edge.

by Robby Greengold
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FDETX

More FDETX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.43 330.8 Mil
Technology

Exxon Mobil Corp

6.51 289.9 Mil
Energy

Wells Fargo & Co

5.86 260.9 Mil
Financial Services

GE Aerospace

5.74 255.5 Mil
Industrials

NVIDIA Corp

3.53 157.2 Mil
Technology

Bank of America Corp

2.70 120.0 Mil
Financial Services

Meta Platforms Inc Class A

2.54 113.0 Mil
Communication Services

Apple Inc

2.44 108.5 Mil
Technology

Boeing Co

2.35 104.6 Mil
Industrials

Alphabet Inc Class A

2.06 91.8 Mil
Communication Services