Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD

Fidelity Advisor Mega Cap Stock A (FGTAX)

24.84
+0.08
+(0.32%)
At close: 8:03:49 PM EDT
Loading Chart for FGTAX
  • Previous Close 24.76
  • YTD Return 2.94%
  • Expense Ratio 0.87%
  • Category Large Blend
  • Last Cap Gain 38.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 3.69B
  • Beta (5Y Monthly) 1.01
  • Yield 0.77%
  • 5y Average Return --
  • Holdings Turnover 9.00%
  • Last Dividend 0.20
  • Inception Date Aug 13, 2013

The fund invests at least 80% of its assets in common stocks of companies with mega market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell Top 200® Index or the S&P 100® Index). It invests in domestic and foreign issuers and invests in either "growth" stocks or "value" stocks or both. The adviser uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

Fidelity Investments

Fund Family

Large Blend

Fund Category

3.69B

Net Assets

2013-08-13

Inception Date

Performance Overview: FGTAX

View More

Trailing returns as of 3/31/2025. Category is Large Blend.

YTD Return

FGTAX
2.94%
Category
5.31%
 

1-Year Return

FGTAX
21.16%
Category
20.31%
 

3-Year Return

FGTAX
14.20%
Category
6.48%
 

5-Year Return

FGTAX
18.76%
Category
11.78%
 

People Also Watch

Holdings: FGTAX

View More

Sector Weightings

SectorFGTAX
Technology   26.94%
Industrials   12.46%
Healthcare   9.49%
Energy   8.17%
Utilities   4.04%
Real Estate   0.69%

Recent News: FGTAX

View More

Research Reports: FGTAX

View More

Top Mutual Funds