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Fidelity Advisor Capital Development M FDTZX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 19.90  /  −0.10 %
  • Total Assets 4.2 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 0.66%
  • Turnover 12%

USD | NAV as of Feb 28, 2024 | 1-Day Return as of Feb 28, 2024, 11:12 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.

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.

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Portfolio Holdings FDTZX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 40.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.76 321.1 Mil
Technology

General Electric Co

6.34 262.2 Mil
Industrials

Exxon Mobil Corp

6.01 248.8 Mil
Energy

Wells Fargo & Co

5.80 240.2 Mil
Financial Services

Apple Inc

2.97 123.0 Mil
Technology

Boeing Co

2.81 116.3 Mil
Industrials

Bank of America Corp

2.69 111.4 Mil
Financial Services

Meta Platforms Inc Class A

2.14 88.7 Mil
Communication Services

Fidelity Cash Central Fund

1.94 80.2 Mil
Cash and Equivalents

Visa Inc Class A

1.93 79.9 Mil
Financial Services