Morningstar

Fidelity Advisor Diversified Stock O FDESX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 39.21  /  +0.08 %
  • Total Assets 3.6 Bil
  • Adj. Expense Ratio
    0.440%
  • Expense Ratio 0.440%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 0.45%
  • Turnover 85%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:20 PM GMT+0

Morningstar’s Analysis FDESX

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

  • People Pillar

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

A stylistically flexible fund with a thoughtful portfolio manager, low price tags, and a bright future.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

We have qualitatively reviewed Fidelity Advisor Diversified Stock and reaffirmed its Process and People ratings. Its capable portfolio manager, deep analytical resources, and competitive fees are key advantages. The following text is from Feb. 27, 2023.

by Robby Greengold
Rated on Published on

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Portfolio Holdings FDESX

More FDESX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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