Morningstar

Fidelity Advisor Capital Development Fund - Class A FDTTX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $28.97  /  +0.17 %
  • Fund Size $6.3B
  • Adjusted Expense Ratio 0.820%
  • Net Expense Ratio 0.820%
  • Fee Level: Distribution Low
  • Share Class Type Front Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.61%
  • Turnover Ratio 18%
NAV and 1-Day Return as of

Morningstar’s Analysis FDTTX

Will FDTTX 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 FDTTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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.

by Robby Greengold
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Portfolio Holdings FDTTX

More FDTTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.56 554M
Technology

Microsoft Corp

5.89 382M
Technology

Boeing Co

4.47 290M
Industrials

Amazon.com Inc

4.08 264M
Consumer Cyclical

Wells Fargo & Co

3.92 254M
Financial Services

Apple Inc

3.66 237M
Technology

GE Aerospace

3.56 231M
Industrials

ExxonMobil Holdings Corp

3.25 210M
Energy

Alphabet Inc Class A

3.13 203M
Communication Services

GE Vernova Inc

2.75 178M
Industrials

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