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Morningstar

Fidelity Advisor® Consumer Staples I FDIGX

Morningstar Analyst Rating
Analyst rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 94.68  /  0.66 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Consumer Defensive
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.67%
  • Turnover 61%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis FDIGX

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

People Pillar

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

Getting settled.

Analyst

Summary

| by Anthony Thorn

Fidelity Consumer Staples’ relatively new manager has not shown an edge yet. Most share classes retain their Morningstar Analyst Rating of Neutral, while the pricey C shares are downgraded to Negative on account of a small but increasingly competitive category.

Unlock our full analysis with Morningstar Investor