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Morningstar

Fidelity Advisor® Mega Cap Stock C FGRCX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 18.45  /  0.32 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    1.690%
  • Expense Ratio 1.690%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.14%
  • Turnover 18%

USD | NAV as of Oct 02, 2023 | 1-Day Return as of Oct 02, 2023, 10:16 PM GMT+0

Morningstar’s Analysis FGRCX

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

People Pillar

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

Strength in Fidelity Advisor ® Mega Cap Stock C's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FGRCX

More FGRCX Holdings
  • Current Portfolio Date
  • Equity Holdings 100
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 43.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Exxon Mobil Corp

7.15
132,770,534
Energy

Fidelity® Cash Central Fund

7.10
131,942,998
Cash and Equivalents

General Electric Co

4.93
91,510,083
Industrials

Wells Fargo & Co

4.91
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Apple Inc

4.32
80,247,168
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Bank of America Corp

3.09
57,390,201
Financial Services

Alphabet Inc Class A

2.74
50,818,644
Communication Services

Alphabet Inc Class C

2.61
48,512,020
Communication Services

Boeing Co

2.48
46,150,180
Industrials