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Morningstar

Fidelity Advisor Dividend Growth C FDGCX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 19.25  /  +1.26 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.730%
  • Expense Ratio 1.730%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.43%
  • Turnover 65%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0

Morningstar’s Analysis FDGCX

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

  • People Pillar

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

Fidelity Advisor Dividend Growth C's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FDGCX

More FDGCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.13 114.9 Mil
Technology

NVIDIA Corp

6.12 86.6 Mil
Technology

Meta Platforms Inc Class A

3.30 46.6 Mil
Communication Services

Exxon Mobil Corp

2.38 33.7 Mil
Energy

Broadcom Inc

2.23 31.5 Mil
Technology

The Cigna Group

1.86 26.3 Mil
Healthcare

UnitedHealth Group Inc

1.86 26.3 Mil
Healthcare

Boeing Co

1.79 25.3 Mil
Industrials

Visa Inc Class A

1.76 24.8 Mil
Financial Services

Wells Fargo & Co

1.74 24.6 Mil
Financial Services