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Morningstar

Fidelity Advisor® Consumer Staples M FDTGX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 91.52  /  0.09 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    1.280%
  • Expense Ratio 1.280%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Consumer Defensive
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.20%
  • Turnover 61%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis FDTGX

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

People Pillar

The People Pillar is our evaluation of the FDTGX 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 FDTGX’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.

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