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Morningstar

Fidelity Advisor Consumer Staples I FDIGX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 92.72  /  +0.58 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Consumer Defensive
  • Investment Style Large Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.01%
  • Turnover 54%

USD | NAV as of Jul 05, 2024 | 1-Day Return as of Jul 05, 2024, 10:18 PM GMT+0

Morningstar’s Analysis FDIGX

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

  • People Pillar

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

Off to a decent start.

Analyst Tony Thorn

Tony Thorn

Analyst

Summary

Despite several years of managerial turnover, Fidelity Consumer Staples is starting to stabilize.

by Tony Thorn
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FDIGX

More FDIGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Procter & Gamble Co

14.05 195.1 Mil
Consumer Defensive

Coca-Cola Co

13.59 188.8 Mil
Consumer Defensive

Keurig Dr Pepper Inc

10.02 139.2 Mil
Consumer Defensive

Kenvue Inc

6.23 86.5 Mil
Consumer Defensive

Walmart Inc

4.82 67.0 Mil
Consumer Defensive

Philip Morris International Inc

4.04 56.1 Mil
Consumer Defensive

Energizer Holdings Inc

3.71 51.4 Mil
Industrials

PepsiCo Inc

3.48 48.4 Mil
Consumer Defensive

The Estee Lauder Companies Inc Class A

3.42 47.5 Mil
Consumer Defensive

Boston Beer Co Inc Class A

3.35 46.5 Mil
Consumer Defensive