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.
Fidelity Advisor Capital Development M FDTZX
- NAV / 1-Day Return 20.77 / −0.14 %
- Total Assets 4.6 Bil
-
Adj. Expense Ratio
- 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 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 41.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 8.06 | 352.5 Mil | Technology |
General Electric Co | 6.44 | 281.9 Mil | Industrials |
Wells Fargo & Co | 6.00 | 262.5 Mil | Financial Services |
Exxon Mobil Corp | 5.95 | 260.1 Mil | Energy |
Meta Platforms Inc Class A | 2.79 | 122.2 Mil | Communication Services |
NVIDIA Corp | 2.61 | 114.4 Mil | Technology |
Apple Inc | 2.60 | 113.9 Mil | Technology |
Bank of America Corp | 2.60 | 113.8 Mil | Financial Services |
Boeing Co | 2.35 | 103.0 Mil | Industrials |
Visa Inc Class A | 1.95 | 85.4 Mil | Financial Services |