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Morningstar

Fidelity Advisor® Capital Development M FDTZX

Morningstar Analyst Rating
Analyst rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 17.17  /  0.58 %
  • Total Assets 3.8 Bil
  • Adj. Expense Ratio
    1.320%
  • Expense Ratio 1.320%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.76%
  • Turnover 11%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

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.

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

Strategist

Summary

| by Robby Greengold

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.

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