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Fidelity Advisor Capital Development O FDETX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 23.04  /  +0.09 %
  • Total Assets 4.4 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 1.10%
  • Turnover 12%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 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.

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.

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Portfolio Holdings FDETX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 40.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.12 339.1 Mil
Technology

General Electric Co

6.20 259.0 Mil
Industrials

Exxon Mobil Corp

6.13 255.9 Mil
Energy

Wells Fargo & Co

5.86 244.8 Mil
Financial Services

Apple Inc

2.79 116.7 Mil
Technology

Bank of America Corp

2.68 112.1 Mil
Financial Services

Boeing Co

2.45 102.5 Mil
Industrials

Meta Platforms Inc Class A

2.34 97.8 Mil
Communication Services

Visa Inc Class A

2.01 83.8 Mil
Financial Services

Comcast Corp Class A

1.97 82.1 Mil
Communication Services