Fidelity Advisor Equity Growth and Fidelity Growth Discovery feature a skilled duo of portfolio managers plying a thoughtful strategy that gives them an edge on the competition. Its People rating remains Above Average, and its Process rating rises to Above Average from Average.
Fidelity Advisor Equity Growth I EQPGX
- NAV / 1-Day Return 25.03 / +0.93 %
- Total Assets 10.7 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.680%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 43%
USD | NAV as of Jul 05, 2024 | 1-Day Return as of Jul 05, 2024, 10:18 PM GMT+0
Morningstar’s Analysis EQPGX
Will EQPGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 50.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 12.55 | 1.3 Bil | Technology |
NVIDIA Corp | 10.23 | 1.0 Bil | Technology |
Apple Inc | 5.09 | 509.2 Mil | Technology |
Alphabet Inc Class A | 4.95 | 495.0 Mil | Communication Services |
Amazon.com Inc | 4.72 | 472.0 Mil | Consumer Cyclical |
Uber Technologies Inc | 3.74 | 373.9 Mil | Technology |
Eli Lilly and Co | 2.67 | 267.7 Mil | Healthcare |
Boston Scientific Corp | 2.56 | 255.8 Mil | Healthcare |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 2.07 | 207.0 Mil | Technology |
Netflix Inc | 2.06 | 206.0 Mil | Communication Services |