Skip to Content
Morningstar

Fidelity Advisor® Dividend Growth C FDGCX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 16.00  /  0.50 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.600%
  • Expense Ratio 1.600%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.30%
  • Turnover 57%

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 10:16 PM GMT+0

Morningstar’s Analysis FDGCX

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

People Pillar

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

Fidelity Advisor ® Dividend Growth C's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FDGCX

More FDGCX Holdings
  • Current Portfolio Date
  • Equity Holdings 146
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 26.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.44
96,476,224
Technology

UnitedHealth Group Inc

2.74
31,342,784
Healthcare

NVIDIA Corp

2.45
27,990,671
Technology

Visa Inc Class A

2.41
27,552,907
Financial Services

The Cigna Group

2.03
23,194,860
Healthcare

Fidelity Revere Str Tr

2.01
23,025,131
Cash and Equivalents

Exxon Mobil Corp

1.80
20,581,715
Energy

Boeing Co

1.76
20,135,055
Industrials

Allison Transmission Holdings Inc

1.66
18,918,311
Consumer Cyclical

Wells Fargo & Co

1.63
18,597,402
Financial Services