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Morningstar

Fidelity Advisor® Diversified Stock M FDTEX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 27.85  /  0.39 %
  • Total Assets 2.8 Bil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.120%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.08%
  • Turnover 90%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:12 PM GMT+0

Morningstar’s Analysis FDTEX

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

People Pillar

The People Pillar is our evaluation of the FDTEX 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 FDTEX’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 bright future.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

Fidelity Advisor Diversified Stock's capable portfolio manager, deep analytical resources, and competitive fees earn its four cheapest share classes a Morningstar Analyst Rating of Bronze. Its two priciest share classes, whose net expense ratios exceed 1%, earn Neutral ratings.

by Robby Greengold
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FDTEX

More FDTEX Holdings
  • Current Portfolio Date
  • Equity Holdings 178
  • Bond Holdings 0
  • Other Holdings 11
  • % Assets in Top 10 Holdings 38.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.36
264,440,591
Technology

NVIDIA Corp

5.71
161,308,508
Technology

Alphabet Inc Class C

4.89
138,003,124
Communication Services

Meta Platforms Inc Class A

3.63
102,376,057
Communication Services

Apple Inc

3.17
89,650,940
Technology

Amazon.com Inc

2.70
76,197,600
Consumer Cyclical

Mastercard Inc Class A

2.49
70,244,531
Financial Services

Eaton Corp PLC

2.25
63,423,348
Industrials

Boeing Co

2.20
62,197,257
Industrials

Marvell Technology Inc

2.08
58,613,613
Technology