Fidelity Consumer Staples benefits from solid supporting resources, but manager churn limits its Morningstar Analyst Rating to Neutral across all share classes.
Fidelity Advisor® Consumer Staples A FDAGX
NAV / 1-Day Return
93.86
/
0.88
%
Total Assets
1.6 Bil
Adj. Expense Ratio
1.010%
Expense Ratio
1.010%
Fee Level
Low
Longest Manager Tenure
2.61
years
Category
Consumer Defensive
Investment Style
Large BlendMin. Initial Investment
0
Status
Open
TTM Yield
2.02%
Turnover
61%
Morningstar’s Fund Analysis FDAGX
Will FDAGX 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 FDAGX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the FDAGX 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 FDAGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Heightened manager turnover in recent years remains a concern here.
