Morningstar

Fidelity Advisor Capital Development Fund - Class M FDTZX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 28.34  /  −0.04 %
  • Total Assets 6.4B
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.170%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.42%
  • Turnover 18%

USD | NAV as of Aug 11, 2026 | 1-Day Return as of Aug 11, 2026, 4:34 AM GMT+0

Morningstar’s Analysis FDTZX

Will FDTZX outperform in the 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.

Unearths attractive opportunities off the beaten path.

Principal Robby Greengold

Robby Greengold

Principal

Summary

In an era when many large-cap funds chase tech titans, Fidelity Large Cap Stock tends to choose paths less followed. And despite occasional detours, the mutual fund’s cheapest share classes have reached rewarding destinations over the long haul. The strategy includes Fidelity Advisor Capital Development.

by Robby Greengold
Rated on Published on

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Portfolio Holdings FDTZX

More FDTZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.90 502M
Technology

Boeing Co

4.53 288M
Industrials

Microsoft Corp

4.34 276M
Technology

GE Aerospace

4.34 276M
Industrials

Wells Fargo & Co

3.88 247M
Financial Services

GE Vernova Inc

3.65 232M
Industrials

Alphabet Inc Class A

3.60 229M
Communication Services

Amazon.com Inc

3.34 212M
Consumer Cyclical

Apple Inc

3.27 208M
Technology

Alphabet Inc Class C

3.03 193M
Communication Services

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