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Morningstar

Fidelity Advisor® Capital Development O FDETX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 20.33  /  0.39 %
  • Total Assets 4.0 Bil
  • Adj. Expense Ratio
    0.560%
  • 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 1.25%
  • Turnover 12%

USD | NAV as of Dec 06, 2023 | 1-Day Return as of Dec 06, 2023, 11:11 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.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FDETX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

This strategy’s success tends to ebb and flow as its favored industries flourish or flounder.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

Fidelity Large Cap Stock’s seasoned portfolio manager and ample resources earn its cheapest share classes a Morningstar Analyst Rating of Bronze. Pricier shares are rated Neutral.

by Robby Greengold
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FDETX

More FDETX Holdings
  • Current Portfolio Date
  • Equity Holdings 171
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 40.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.84
288,678,318
Technology

Exxon Mobil Corp

7.16
263,418,310
Energy

General Electric Co

6.48
238,318,903
Industrials

Wells Fargo & Co

5.37
197,547,532
Financial Services

Apple Inc

3.15
115,764,983
Technology

Bank of America Corp

2.40
88,284,173
Financial Services

Boeing Co

2.24
82,275,528
Industrials

UnitedHealth Group Inc

2.17
79,905,552
Healthcare

Comcast Corp Class A

2.07
76,229,598
Communication Services

Hess Corp

2.06
75,928,408
Energy