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Fidelity Advisor® Capital Development M FDTZX

Analyst rating as of
NAV / 1-Day Return
17.98  /  1.91 %
Total Assets
4.2 Bil
Adj. Expense Ratio
1.330%
Expense Ratio
1.330%
Fee Level
High
Longest Manager Tenure
8.10 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
0
Status
Open
TTM Yield
1.26%
Turnover
16%
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Morningstar’s Analysis

Will FDTZX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Continued conviction in this fund's manager but not its risk-tolerant process.

Summary

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Experienced leadership and deep analytical resources work in Fidelity Advisor Capital Development's favor, but flaws in its risk management warrant a downgrade of its Morningstar Analyst Rating to Bronze from Silver for its cheapest O share class andto Neutral from Bronze for its M shares. Its other share classes retain their ratings of either Bronze or Neutral.

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