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Morningstar

Fidelity Advisor® Consumer Discret C FCECX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 28.26  /  0.04 %
  • Total Assets 444.6 Mil
  • Adj. Expense Ratio
    1.800%
  • Expense Ratio 1.800%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Consumer Cyclical
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 43%

USD | NAV as of Dec 06, 2023 | 1-Day Return as of Dec 06, 2023, 11:11 PM GMT+0

Morningstar’s Analysis FCECX

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

People Pillar

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

A new manager settles in.

Analyst Jader Dutra

Jader Dutra

Analyst

Summary

Fidelity Consumer Discretionary's new manager has maintained the strategy's straightforward approach, though his limited track record makes it difficult to assess execution. It warrants a Morningstar Analyst Rating of Neutral across all share classes.

by Jader Dutra
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FCECX

More FCECX Holdings
  • Current Portfolio Date
  • Equity Holdings 54
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 64.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

25.64
113,979,474
Consumer Cyclical

Tesla Inc

12.15
54,018,931
Consumer Cyclical

The Home Depot Inc

4.61
20,487,146
Consumer Cyclical

Lowe's Companies Inc

4.45
19,780,594
Consumer Cyclical

TJX Companies Inc

4.37
19,433,438
Consumer Cyclical

Nike Inc Class B

3.34
14,845,332
Consumer Cyclical

Hilton Worldwide Holdings Inc

2.90
12,895,961
Consumer Cyclical

McDonald's Corp

2.78
12,369,443
Consumer Cyclical

Aptiv PLC

2.32
10,302,680
Consumer Cyclical

Booking Holdings Inc

2.27
10,112,155
Consumer Cyclical