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$42.35  /  −0.35%
  • Fund Size$4.1B
  • Adjusted Expense Ratio0.410%
  • Net Expense Ratio0.410%
  • Fee Level: DistributionBelow Average
  • Share Class TypeNo Load
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$0
  • Investment StatusLimited
  • TTM Yield0.46%
  • Turnover Ratio85%
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 Holdings39.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.64364M
Technology

Apple Inc

6.37268M
Technology

Microsoft Corp

5.27222M
Technology

Amazon.com Inc

4.78202M
Consumer Cyclical

Alphabet Inc Class C

4.38185M
Communication Services

Meta Platforms Inc Class A

2.75116M
Communication Services

ExxonMobil Holdings Corp

1.9181M
Energy

Advanced Micro Devices Inc

1.8176M
Technology

Fidelity Cash Central Fund

1.7674M
Cash and Equivalents

Eli Lilly and Co

1.6871M
Healthcare

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