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Fidelity Advisor Dividend Growth M (FDGTX)

21.54 0.00 (0.00%)
At close: May 17 at 8:01 PM EDT
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DELL
  • Previous Close 21.54
  • YTD Return 10.10%
  • Expense Ratio 0.57%
  • Category Large Value
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.41B
  • Beta (5Y Monthly) 0.88
  • Yield 0.77%
  • 5y Average Return --
  • Holdings Turnover 65.00%
  • Last Dividend 0.01
  • Inception Date Aug 13, 2013

The fund normally invests at least 80% of assets in equity securities. It invests primarily in common stocks. The fund invests primarily in companies that currently pay, or have a historical record of paying, dividends. It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. The advisor 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 Value

Fund Category

1.41B

Net Assets

2013-08-13

Inception Date

Performance Overview: FDGTX

Trailing returns as of 5/17/2024. Category is Large Value.

YTD Return

FDGTX
10.10%
Category
4.44%
 

1-Year Return

FDGTX
24.41%
Category
14.37%
 

3-Year Return

FDGTX
8.05%
Category
6.04%
 

5-Year Return

FDGTX
9.88%
Category
9.20%
 

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Holdings: FDGTX

Top 10 Holdings (31.18% of Total Assets)

SymbolCompany% Assets
MSFT
MSFT 8.13%
NVDA
NVDA 6.12%
META
META 3.30%
XOM
XOM 2.38%
AVGO
AVGO 2.23%
CI
CI 1.86%
UNH
UNH 1.86%
BA
BA 1.79%
V
V 1.76%
WFC
WFC 1.74%

Sector Weightings

SectorFDGTX
Technology   30.71%
Industrials   13.10%
Healthcare   10.64%
Energy   10.33%
Utilities   5.01%
Real Estate   0.33%

Recent News: FDGTX

Research Reports: FDGTX

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