Fidelity Advisor Diversified Stock’s thoughtful portfolio manager and deep analytical resources warrant an upgrade of its Morningstar Analyst Rating to Bronze from Neutral for most of its share classes. Its priciest shares remain Neutral.
Will FDTIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FDTIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FDTIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of FDTIX’s parent organization’s priorities and whether they’re in line with investors’ interests.