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.
Fidelity Advisor Capital Development O FDETX
- NAV / 1-Day Return 22.48 / −0.35 %
- Total Assets 4.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.560%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment —
- Status Limited
- TTM Yield 1.10%
- Turnover 12%
USD | NAV as of May 01, 2024 | 1-Day Return as of May 01, 2024, 10:14 PM GMT+0
Morningstar’s Analysis FDETX
Will FDETX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 41.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 7.85 | 358.6 Mil | Technology |
Exxon Mobil Corp | 6.33 | 289.3 Mil | Energy |
GE Aerospace | 6.30 | 287.9 Mil | Industrials |
Wells Fargo & Co | 5.82 | 265.7 Mil | Financial Services |
NVIDIA Corp | 3.08 | 140.7 Mil | Technology |
Bank of America Corp | 2.73 | 124.6 Mil | Financial Services |
Meta Platforms Inc Class A | 2.66 | 121.3 Mil | Communication Services |
Apple Inc | 2.38 | 108.7 Mil | Technology |
Boeing Co | 2.30 | 105.3 Mil | Industrials |
Alphabet Inc Class A | 1.89 | 86.4 Mil | Communication Services |