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Morningstar

Fidelity Advisor Mega Cap Stock C FGRCX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 21.82  /  −0.27 %
  • Total Assets 2.7 Bil
  • Adj. Expense Ratio
    1.640%
  • Expense Ratio 1.640%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.16%
  • Turnover 18%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis FGRCX

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

  • People Pillar

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

Fidelity Advisor Mega Cap Stock C boasts strong Process and People Pillar ratings, but other weaknesses hold this strategy's Morningstar Medalist Rating at 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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FGRCX

More FGRCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Energy

Fidelity Cash Central Fund

5.67 143.1 Mil
Cash and Equivalents

Wells Fargo & Co

5.54 139.7 Mil
Financial Services

General Electric Co

5.52 139.2 Mil
Industrials

NVIDIA Corp

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Technology

Apple Inc

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Technology

Meta Platforms Inc Class A

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Communication Services

Bank of America Corp

3.10 78.1 Mil
Financial Services

Boeing Co

2.55 64.4 Mil
Industrials