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Morningstar

Fidelity Advisor Large Cap M FALGX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 44.64  /  +1.13 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.370%
  • Expense Ratio 1.370%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.42%
  • Turnover 13%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:09 PM GMT+0

Morningstar’s Analysis FALGX

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

  • People Pillar

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

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.

by Robby Greengold
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FALGX

More FALGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.57 101.9 Mil
Technology

GE Aerospace

6.32 85.0 Mil
Industrials

Exxon Mobil Corp

6.27 84.4 Mil
Energy

Wells Fargo & Co

5.79 78.0 Mil
Financial Services

NVIDIA Corp

3.07 41.3 Mil
Technology

Bank of America Corp

2.72 36.6 Mil
Financial Services

Meta Platforms Inc Class A

2.66 35.7 Mil
Communication Services

Apple Inc

2.38 32.1 Mil
Technology

Boeing Co

2.29 30.8 Mil
Industrials

Fidelity Cash Central Fund

2.18 29.3 Mil
Cash and Equivalents