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Fidelity Advisor Dividend Growth M FDGTX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 19.64  /  0.00
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.89%
  • Turnover 65%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:14 PM GMT+0

Morningstar’s Analysis FDGTX

Will FDGTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Fidelity Advisor Dividend Growth M's Average People Pillar and Process 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 second-highest quintile among peers.

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Portfolio Holdings FDGTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 28.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.70 102.7 Mil
Technology

NVIDIA Corp

3.58 42.2 Mil
Technology

UnitedHealth Group Inc

2.55 30.1 Mil
Healthcare

Visa Inc Class A

2.49 29.4 Mil
Financial Services

The Cigna Group

2.01 23.7 Mil
Healthcare

Wells Fargo & Co

1.93 22.8 Mil
Financial Services

Boeing Co

1.91 22.6 Mil
Industrials

Mastercard Inc Class A

1.76 20.8 Mil
Financial Services

Exxon Mobil Corp

1.74 20.5 Mil
Energy

Intuit Inc

1.69 20.0 Mil
Technology