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Fidelity Advisor Mega Cap Stock A FGTAX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 22.94  /  +0.84 %
  • Total Assets 2.5 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 0.78%
  • Turnover 18%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 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.

A sound investment process and strong management team underpin Fidelity Advisor Mega Cap Stock 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.

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Portfolio Holdings FGTAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 43.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Cash and Equivalents

Exxon Mobil Corp

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Wells Fargo & Co

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General Electric Co

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Industrials

Apple Inc

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Bank of America Corp

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Financial Services

Boeing Co

2.67 63.6 Mil
Industrials

Meta Platforms Inc Class A

2.66 63.3 Mil
Communication Services

NVIDIA Corp

2.52 59.9 Mil
Technology