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Morningstar

Fidelity Advisor® Dividend Growth I FDGIX

Morningstar Analyst Rating
Quantitative rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 18.13  /  0.44 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.590%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.57%
  • Turnover 57%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis FDGIX

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

People Pillar

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

Summary

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Weakness in Fidelity Advisor® Dividend Growth I's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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