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Morningstar

Fidelity Advisor Diversified Stock C FDTCX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 31.06  /  −0.42 %
  • Total Assets 3.3 Bil
  • Adj. Expense Ratio
    1.630%
  • Expense Ratio 1.630%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 85%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis FDTCX

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

  • People Pillar

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

A stylistically flexible fund with a thoughtful portfolio manager, low price tags, and a bright future.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

We have qualitatively reviewed Fidelity Advisor Diversified Stock and reaffirmed its Process and People ratings. Its capable portfolio manager, deep analytical resources, and competitive fees are key advantages. The following text is from Feb. 27, 2023.

by Robby Greengold
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FDTCX

More FDTCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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