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.
Fidelity Advisor Capital Development O FDETX
- NAV / 1-Day Return 23.04 / +0.09 %
- Total Assets 4.4 Bil
-
Adj. Expense Ratio
- 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.
People Pillar
Parent Pillar
- 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 |