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Morningstar

Fidelity Advisor® Mega Cap Stock A FGTAX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 20.17  /  0.70 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.79%
  • Turnover 18%

USD | NAV as of Dec 08, 2023 | 1-Day Return as of Dec 08, 2023, 11:15 PM GMT+0

Morningstar’s Analysis FGTAX

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

People Pillar

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

Strength in Fidelity Advisor ® Mega Cap Stock A'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 second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FGTAX

More FGTAX Holdings
  • Current Portfolio Date
  • Equity Holdings 102
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 44.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Exxon Mobil Corp

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Cash and Equivalents

Wells Fargo & Co

4.98
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General Electric Co

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Apple Inc

4.04
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Bank of America Corp

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56,071,301
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UnitedHealth Group Inc

2.71
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Alphabet Inc Class A

2.59
47,150,400
Communication Services

Boeing Co

2.48
45,191,758
Industrials