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Morningstar

Fidelity Advisor Glbl Capital Apprec A FGEAX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 22.88  /  +1.06 %
  • Total Assets 136.1 Mil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.21%
  • Turnover 39%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:14 PM GMT+0

Morningstar’s Analysis FGEAX

Will FGEAX 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 FGEAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FGEAX 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 FGEAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Fidelity Advisor Glbl Capital Apprec A's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FGEAX

More FGEAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.44 8.4 Mil
Technology

Amazon.com Inc

5.26 6.8 Mil
Consumer Cyclical

NVIDIA Corp

5.17 6.7 Mil
Technology

Fidelity Cash Central Fund

5.05 6.6 Mil
Cash and Equivalents

Meta Platforms Inc Class A

3.85 5.0 Mil
Communication Services

Deckers Outdoor Corp

3.31 4.3 Mil
Consumer Cyclical

Mastercard Inc Class A

3.25 4.2 Mil
Financial Services

Fiserv Inc

3.09 4.0 Mil
Technology

ASML Holding NV

2.70 3.5 Mil
Technology

AMETEK Inc

2.56 3.3 Mil
Industrials