Morningstar

Fidelity Advisor Large Cap A FALAX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 49.08  /  +0.43 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.120%
  • Expense Ratio 1.120%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.60%
  • Turnover 13%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:09 PM GMT+0

Morningstar’s Analysis FALAX

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

  • People Pillar

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

No benchmark-hugger.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

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.

by Robby Greengold
Rated on Published on

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Portfolio Holdings FALAX

More FALAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.06 101.2 Mil
Technology

Exxon Mobil Corp

6.19 88.7 Mil
Energy

GE Aerospace

5.47 78.3 Mil
Industrials

Wells Fargo & Co

5.33 76.3 Mil
Financial Services

NVIDIA Corp

4.60 66.0 Mil
Technology

Apple Inc

2.84 40.7 Mil
Technology

Meta Platforms Inc Class A

2.75 39.4 Mil
Communication Services

Boeing Co

2.62 37.5 Mil
Industrials

Bank of America Corp

2.60 37.3 Mil
Financial Services

Fidelity Cash Central Fund

2.11 30.2 Mil
Cash and Equivalents

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