Morningstar

Fidelity Advisor Diversified Stock Fund - Class O FDESX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $43.82  /  +0.94 %
  • Fund Size $4.2B
  • Adjusted Expense Ratio 0.410%
  • Net Expense Ratio 0.410%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Limited
  • TTM Yield 0.45%
  • Turnover Ratio 85%
NAV and 1-Day Return as of

Morningstar’s Analysis FDESX

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

  • People Pillar

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

This strategy’s manager boasts a diverse range of skills.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Fidelity Advisor Diversified Stock’s success comes mainly from forward-looking manager Dan Kelley, driving an upgrade to a High People rating from Above Average.

by Todd Trubey
Rated on Published on

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Portfolio Holdings FDESX

More FDESX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.43 355M
Technology

Apple Inc

5.99 253M
Technology

Microsoft Corp

5.22 220M
Technology

Amazon.com Inc

5.08 214M
Consumer Cyclical

Alphabet Inc Class C

4.32 182M
Communication Services

Eli Lilly and Co

1.86 78M
Healthcare

ExxonMobil Holdings Corp

1.75 74M
Energy

UnitedHealth Group Inc

1.61 68M
Healthcare

State Street Corp

1.52 64M
Financial Services

Micron Technology Inc

1.30 55M
Technology

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