Fidelity Consumer Staples' untested new manager and approach warrant a Morningstar Analyst Rating of Neutral for the strategy's cheaper share classes, while pricier ones are Negative.
Fidelity Advisor® Consumer Staples C FDCGX
NAV / 1-Day Return
86.73
/
1.45
%
Total Assets
1.4 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.790%
Expense Ratio
1.790%
Fee Level
Low
Longest Manager Tenure
1.16
years
Category
Consumer Defensive
Investment Style
Large ValueMin. Initial Investment
0
Status
Open
TTM Yield
0.90%
Turnover
40%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will FDCGX 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 FDCGX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the FDCGX 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 FDCGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
This sector fund has seen lots of manager churn.
