Fidelity Advisor Capital Development Fund - Class A FDTTX

Morningstar Medalist Rating
  • NAV / 1-Day Return$28.32  /  0.00
  • Fund Size$6.2B
  • Adjusted Expense Ratio0.820%
  • Net Expense Ratio0.820%
  • Fee Level: DistributionLow
  • Share Class TypeFront Load
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield0.62%
  • Turnover Ratio18%

Morningstar’s Analysis FDTTX

Will FDTTX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Unearths attractive opportunities off the beaten path.

Principal Robby Greengold

Robby Greengold

Principal

Summary

In an era when many large-cap funds chase tech titans, Fidelity Large Cap Stock tends to choose paths less followed. And despite occasional detours, the mutual fund’s cheapest share classes have reached rewarding destinations over the long haul. The strategy includes Fidelity Advisor Capital Development.

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Portfolio Holdings FDTTX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings44.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.03573M
Technology

Microsoft Corp

6.20394M
Technology

Boeing Co

4.49285M
Industrials

Apple Inc

4.18265M
Technology

Amazon.com Inc

4.09260M
Consumer Cyclical

Wells Fargo & Co

3.66233M
Financial Services

GE Aerospace

3.40216M
Industrials

Alphabet Inc Class A

3.23205M
Communication Services

Meta Platforms Inc Class A

3.21204M
Communication Services

ExxonMobil Holdings Corp

3.19203M
Energy

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