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Morningstar

Fidelity Advisor Dividend Growth Z FZADX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 24.74  /  −0.09 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.570%
  • Expense Ratio 0.570%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.10%
  • Turnover 65%

USD | NAV as of Jul 05, 2024 | 1-Day Return as of Jul 05, 2024, 10:14 PM GMT+0

Morningstar’s Analysis FZADX

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

  • People Pillar

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

Fidelity Advisor Dividend Growth Z’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FZADX

More FZADX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.24 109.7 Mil
Technology

Microsoft Corp

6.28 95.3 Mil
Technology

Meta Platforms Inc Class A

3.47 52.7 Mil
Communication Services

Exxon Mobil Corp

2.74 41.5 Mil
Energy

Broadcom Inc

2.24 34.0 Mil
Technology

Apollo Global Management Inc Class A

1.87 28.3 Mil
Financial Services

Allison Transmission Holdings Inc

1.85 28.0 Mil
Consumer Cyclical

UnitedHealth Group Inc

1.72 26.0 Mil
Healthcare

Boeing Co

1.71 25.9 Mil
Industrials

The Cigna Group

1.63 24.7 Mil
Healthcare