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Morningstar

Fidelity Advisor Capital Development M FDTZX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 20.40  /  +0.05 %
  • Total Assets 4.6 Bil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.60%
  • Turnover 12%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:12 PM GMT+0

Morningstar’s Analysis FDTZX

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

  • People Pillar

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

No benchmark-hugger.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

With its seasoned portfolio manager and ample resources, Fidelity Large Cap Stock FLCSX and funds run in a similar fashion—including Fidelity Advisor Capital Development—have an edge.

by Robby Greengold
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FDTZX

More FDTZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Industrials

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Exxon Mobil Corp

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Meta Platforms Inc Class A

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NVIDIA Corp

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Apple Inc

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Industrials

Visa Inc Class A

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Financial Services