Morningstar

Fidelity Advisor Mega Cap Stock Fund - Class M FTGRX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $33.22  /  −1.45 %
  • Fund Size $7.3B
  • Adjusted Expense Ratio 1.110%
  • Net Expense Ratio 1.110%
  • Fee Level: Distribution Above Average
  • Share Class Type Front Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.25%
  • Turnover Ratio 16%
NAV and 1-Day Return as of

Morningstar’s Analysis FTGRX

Will FTGRX outperform in the 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 FTGRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Advisor Mega Cap Stock M holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings FTGRX

More FTGRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.40 686M
Technology

Microsoft Corp

6.47 472M
Technology

Apple Inc

5.30 387M
Technology

Amazon.com Inc

5.08 371M
Consumer Cyclical

Boeing Co

4.59 335M
Industrials

Wells Fargo & Co

4.06 296M
Financial Services

GE Aerospace

3.69 269M
Industrials

Alphabet Inc Class A

3.52 257M
Communication Services

ExxonMobil Holdings Corp

3.19 233M
Energy

Fidelity Cash Central Fund

3.12 228M
Cash and Equivalents

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