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Morningstar

Fidelity Advisor Climate Action Z FCLZX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 11.48  /  −0.61 %
  • Total Assets 29.0 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.14%
  • Turnover 51%

USD | NAV as of May 16, 2024 | 1-Day Return as of May 16, 2024, 10:16 PM GMT+0

Morningstar’s Analysis FCLZX

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

  • People Pillar

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

Fidelity Advisor Climate Action Z’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FCLZX

More FCLZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.81 2.3 Mil
Technology

Microsoft Corp

6.69 2.0 Mil
Technology

Alphabet Inc Class A

4.23 1.2 Mil
Communication Services

Moody's Corporation

2.44 720,031
Financial Services

Amazon.com Inc

2.36 694,824
Consumer Cyclical

Eaton Corp PLC

2.26 665,070
Industrials

Lowe's Companies Inc

1.94 571,614
Consumer Cyclical

Applied Materials Inc

1.81 533,723
Technology

International Business Machines Corp

1.77 521,703
Technology

Accenture PLC Class A

1.65 486,294
Technology