With its seasoned portfolio manager and ample resources, Fidelity Large Cap Stock FLCSX and funds run in a similar fashion—including Fidelity Advisor Capital Development—have an edge.
Fidelity Advisor Capital Development O FDETX
- NAV / 1-Day Return 24.41 / +0.12 %
- Total Assets 4.7 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.560%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment —
- Status Limited
- TTM Yield 1.05%
- Turnover 12%
USD | NAV as of Jul 05, 2024 | 1-Day Return as of Jul 05, 2024, 10:18 PM GMT+0
Morningstar’s Analysis FDETX
Will FDETX 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 42.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 7.60 | 352.3 Mil | Technology |
Exxon Mobil Corp | 6.40 | 296.8 Mil | Energy |
Wells Fargo & Co | 5.63 | 260.8 Mil | Financial Services |
GE Aerospace | 5.56 | 257.5 Mil | Industrials |
NVIDIA Corp | 4.34 | 201.1 Mil | Technology |
Bank of America Corp | 2.77 | 128.5 Mil | Financial Services |
Meta Platforms Inc Class A | 2.69 | 124.7 Mil | Communication Services |
Apple Inc | 2.61 | 121.0 Mil | Technology |
Boeing Co | 2.41 | 111.7 Mil | Industrials |
Alphabet Inc Class A | 2.05 | 95.2 Mil | Communication Services |