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Morningstar

Fidelity Advisor® Diversified Stock O FDESX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 27.54  /  1.47 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 0.80%
  • Turnover 90%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

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.

This style-flexible large-cap strategy shows promise.

Strategist

Summary

| by Robby Greengold

Fidelity Advisor Diversified Stock’s thoughtful portfolio manager and deep analytical resources warrant an upgrade of its Morningstar Analyst Rating to Bronze from Neutral for most of its share classes. Its priciest shares remain Neutral.

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