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Morningstar

Fidelity Advisor® Capital Development A FDTTX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 18.11  /  0.55 %
  • Total Assets 3.7 Bil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.16%
  • Turnover 11%

USD | NAV as of Jun 05, 2023 | 1-Day Return as of Jun 05, 2023, 10:14 PM GMT+0

Morningstar’s Analysis FDTTX

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

People Pillar

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

This strategy’s success tends to ebb and flow as its favored industries flourish or flounder.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

Fidelity Large Cap Stock’s seasoned portfolio manager and ample resources earn its cheapest share classes a Morningstar Analyst Rating of Bronze. Pricier shares are rated Neutral.

by Robby Greengold
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FDTTX

More FDTTX Holdings
  • Current Portfolio Date
  • Equity Holdings 173
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 40.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Exxon Mobil Corp

7.97
299,885,394
Energy

Microsoft Corp

6.98
262,338,588
Technology

General Electric Co

6.44
242,376,243
Industrials

Wells Fargo & Co

5.26
197,805,938
Financial Services

Apple Inc

3.38
127,005,480
Technology

Bank of America Corp

2.55
96,073,975
Financial Services

Hess Corp

2.15
80,801,321
Energy

Comcast Corp Class A

2.14
80,485,335
Communication Services

Boeing Co

2.12
79,610,300
Industrials

Fidelity Revere Str Tr

2.10
79,020,183
Cash and Equivalents