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Fidelity Advisor Consumer Staples T (FDTGX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Advisor Consumer Staples T (FDTGX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Fidelity Advisor Consumer Staples T Fund (FDTGX) ManagerFund Manager - Robert Lee

Fund Manager Information

Fund Manager Tenure: 15.5 years
Similar Funds: FDAGX  FDBGX  FDCGX  FDIGX 
Fund Family: Fidelity Investments
Fund Category: Consumer Defensive
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.49)     (What does this score mean?)
Robert Lee is co-manager of the fund, which he has managed since November 2009, and is manager of Fidelity Consumer Staples Central Fund. He also manages other Fidelity funds. Mr. Lee joined Fidelity Investments as a research analyst in 2001, after receiving an MBA from The Wharton School. He is also a member of FMR's Multi-Manager Group.  Get more insights on Robert Lee

 

Graph of Fidelity Advisor Consumer Staples T Fund (FDTGX) ProfileFidelity Advisor Consumer Staples T Fund (FDTGX) Profile

Fund Profile and Description

Fidelity Advisor Consumer Staples T Fund seeks capital appreciation. Fidelity Advisor Consumer Staples T Fund invests at least 80% of assets in securities of companies principally engaged in the manufacture, sale, or distribution of consumer staples. It may invest in securities of foreign issuers. Fidelity Advisor Consumer Staples T Fund is non-diversified.

 

Fidelity Advisor Consumer Staples T (FDTGX) Fund Strength What we like about Fidelity Advisor Consumer Staples T (FDTGX) Fund

Data for Fidelity Advisor Consumer Staples T Fund (FDTGX) as of May 30, 2016

  • Fidelity Advisor Consumer Staples T Fund (FDTGX) management has been with Fidelity Advisor Consumer Staples T Fund for 15.5 years
  • Fidelity Advisor Consumer Staples T Fund (FDTGX) ratio of up-years vs down years is greater than 2
  • Asset base in Fidelity Advisor Consumer Staples T Fund (FDTGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support

Fidelity Advisor Consumer Staples T Fund (FDTGX) Weakness What we are cautious about Fidelity Advisor Consumer Staples T (FDTGX) Fund

Data for Fidelity Advisor Consumer Staples T Fund (FDTGX) as of May 30, 2016

  • Fidelity Advisor Consumer Staples T Fund (FDTGX) has a less-than-ideal short-term performance (1-year return 4.84% vs 5.12% Consumer Defensive category median performance)
  • Fidelity Advisor Consumer Staples T Fund (FDTGX) has a less-than-ideal mid-term performance (3-year return 8.93% vs 9.53% Consumer Defensive category median performance)
  • Fidelity Advisor Consumer Staples T Fund (FDTGX) has a Morningstar rating of 3 and below
  • Fidelity Advisor Consumer Staples T Fund (FDTGX) is less safe compared to its Consumer Defensive peers
  • Fidelity Advisor Consumer Staples T Fund (FDTGX) has an annual stock turnover rate of 63.00% that is higher than the Consumer Defensive average of 33.41%. This could mean Fidelity Advisor Consumer Staples T is more nimble, but also signal potential high tax impact and high trading fees
  • Fidelity Advisor Consumer Staples T Fund (FDTGX) is more volatile than its peers as it has a 3-year Standard Deviation of 11.74 that is higher than category average of 11.33
  • Fidelity Advisor Consumer Staples T Fund (FDTGX) has a higher expense ratio of 1.31% than its Consumer Defensive average of 1.20%
  • Fidelity Advisor Consumer Staples T Fund (FDTGX) carries a 3.5% load
See Fidelity Advisor Consumer Staples T Fund (FDTGX) performance details as of May 30, 2016

 

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Compare Fidelity Advisor Consumer Staples T Fund (FDTGX)Compare with other top Consumer Defensive category mutual funds

Aadditional top Consumer Defensive mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Advisor Consumer Staples T4.194.848.9310.72
Rydex Consumer Products Adv (RYCAX)5.959.4911.4612.04Compare
Vanguard Consumer Staples Index Adm (VCSAX)5.089.6712.4913.34Compare
Rydex Consumer Products A (RYPDX)5.979.5311.6612.27Compare

See top fund managers for Consumer Defensive Category Funds

 

Compare Fidelity Advisor Consumer Staples T Fund (FDTGX)Compare with Consumer Defensive category ETFs

Some Consumer Defensive ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P Intl Cnsmr Stapl Sect ETF (IPS)4.71%5.93%6.55%
First Trust Cnsmr Staples AlphaDEX ETF (FXG)5.88%5.48%16.55%
Guggenheim S&P 500 Eq Wt Cons Stapl ETF (RHS)5.50%14.69%16.24%
Consumer Staples Select Sector SPDR ETF (XLP)4.83%10.70%12.40%
PowerShares Dynamic Food & Beverage ETF (PBJ)0.36%1.20%11.19%

 

Graph of Fidelity Advisor Consumer Staples T Fund (FDTGX) Net Asset TrackingFidelity Advisor Consumer Staples T (FDTGX) Fund Net Asset

Track net asset change of Fidelity Advisor Consumer Staples T fund (FDTGX)

DateNet Asset
05/2016$3.35B
03/2016$3.24B
02/2016$3.06B
More historic net asset information on Fidelity Advisor Consumer Staples T Fund (FDTGX)

  

Graph of Fidelity Advisor Consumer Staples T Fund (FDTGX) Portfolio TrackingFidelity Advisor Consumer Staples T (FDTGX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Consumer Staples T fund (FDTGX)

DateCashStockBondOther
04/20161.94%98.06%0%0%
02/20163.77%96.23%0%0%
01/20162.72%97.28%0%0%
Click here to see more historic asset allocation information on Fidelity Advisor Consumer Staples T Fund (FDTGX)

 

graph of Fidelity Advisor Consumer Staples T Fund (FDTGX) Top 10 Position TrackingTop 10 Holdings in Fidelity Advisor Consumer Staples T (FDTGX) Fund

Discover what Fidelity Advisor Consumer Staples T Fund (FDTGX) manager is buying

Apr 29, 2016
Procter & Gamble Company (The) [12.81%]
British American Tobacco PLC ADR [11.17%]
CVS Health Corporation Common S [9.21%]
Kroger Company (The) Common Sto [6.22%]
Reynolds American Inc Common St [5%]
Walgreens Boots Alliance, Inc. [4.85%]
Pepsico, Inc. Common Stock [4.78%]
Altria Group, Inc. [4.09%]
Coca-Cola Company (The) Common [4.01%]
Mead Johnson Nutrition Company [3.88%]

Feb 28, 2016
Procter & Gamble Company (The) [13.46%]
British American Tobacco PLC ADR [10.84%]
CVS Health Corporation Common S [9.3%]
Kroger Company (The) Common Sto [6.07%]
Reynolds American Inc Common St [5.1%]
Walgreens Boots Alliance, Inc. [5.09%]
Pepsico, Inc. Common Stock [4.47%]
Altria Group, Inc. [4.05%]
Coca-Cola Company (The) Common [3.92%]
Mead Johnson Nutrition Company [3.84%]

Jan 30, 2016
Procter & Gamble Company (The) [14.12%]
British American Tobacco PLC ADR [11.06%]
CVS Health Corporation Common S [9.23%]
Kroger Company (The) Common Sto [5.72%]
Reynolds American Inc Common St [4.7%]
Pepsico, Inc. Common Stock [4.36%]
Coca-Cola Company (The) Common [4.12%]
Mead Johnson Nutrition Company [4.03%]
Altria Group, Inc. [3.9%]
Colgate-Palmolive Company Commo [3.31%]
Click here for Stock Holding Change Map in Fidelity Advisor Consumer Staples T Fund (FDTGX)

  

Latest News on Fidelity Advisor Consumer Staples T (FDTGX) Fund

See what is happening with Fidelity Advisor Consumer Staples T Fund (FDTGX)

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Fidelity Advisor Consumer Staples T Fund (FDTGX) Related ResourcesSee more information on Fidelity Advisor Consumer Staples T (FDTGX) Fund

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