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Fidelity Advisor Mega Cap Stock A (FGTAX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Advisor Mega Cap Stock A (FGTAX) Fund

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

 

Graph of Fidelity Advisor Mega Cap Stock A Fund (FGTAX) ManagerFund Manager - Matthew W. Fruhan

Fund Manager Information

Fund Manager Tenure: 11.0 years
Fund Family: Fidelity Investments
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)
Fruhan is a portfolio manager with Fidelity Investments. He joined the firm in 1995 as an equity research associate following the specialty retail, automotive supply and transportation industries.  Get more insights on Matthew W. Fruhan

 

Graph of Fidelity Advisor Mega Cap Stock A Fund (FGTAX) ProfileFidelity Advisor Mega Cap Stock A Fund (FGTAX) Profile

Fund Profile and Description

Fidelity Advisor Mega Cap Stock A Fund seeks high total return through a combination of current income and capital appreciation. Fidelity Advisor Mega Cap Stock A Fund generally invests at least 80% of assets in common stocks of companies with mega market capitalizations. It may invest in domestic and foreign issuers and in either "growth" stocks or "value" stocks or both. Fidelity Advisor Mega Cap Stock A Fund use 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 Advisor Mega Cap Stock A (FGTAX) Fund Strength What we like about Fidelity Advisor Mega Cap Stock A (FGTAX) Fund

Data for Fidelity Advisor Mega Cap Stock A Fund (FGTAX) as of May 30, 2016

  • Fidelity Advisor Mega Cap Stock A Fund (FGTAX) management has been with Fidelity Advisor Mega Cap Stock A Fund for 11.0 years
  • Fidelity Advisor Mega Cap Stock A Fund (FGTAX) has good Long-term performance (5-year return 11.07% vs 10.15% Large Blend category median performance)
  • Fidelity Advisor Mega Cap Stock A Fund (FGTAX) ratio of up-years vs down years is greater than 2
  • Asset base in Fidelity Advisor Mega Cap Stock A Fund (FGTAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Fidelity Advisor Mega Cap Stock A Fund (FGTAX) has an annual stock turnover rate of 22.00% vs Large Blend average of 53.12%. It is good that Fidelity Advisor Mega Cap Stock A management does not trade extensively for its return.

Fidelity Advisor Mega Cap Stock A Fund (FGTAX) Weakness What we are cautious about Fidelity Advisor Mega Cap Stock A (FGTAX) Fund

Data for Fidelity Advisor Mega Cap Stock A Fund (FGTAX) as of May 30, 2016

  • Fidelity Advisor Mega Cap Stock A Fund (FGTAX) has a less-than-ideal short-term performance (1-year return -2.81% vs -1.15% Large Blend category median performance)
  • Fidelity Advisor Mega Cap Stock A Fund (FGTAX) has a less-than-ideal mid-term performance (3-year return 8.48% vs 9.43% Large Blend category median performance)
  • Fidelity Advisor Mega Cap Stock A Fund (FGTAX) has a Morningstar rating of 3 and below
  • Fidelity Advisor Mega Cap Stock A Fund (FGTAX) is less safe compared to its Large Blend peers
  • Fidelity Advisor Mega Cap Stock A Fund (FGTAX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.46 that is higher than category average of 11.67
  • Fidelity Advisor Mega Cap Stock A Fund (FGTAX) has a higher expense ratio of 1.05% than its Large Blend average of 1.02%
  • Fidelity Advisor Mega Cap Stock A Fund (FGTAX) carries a 5.75% load
See Fidelity Advisor Mega Cap Stock A Fund (FGTAX) performance details as of May 30, 2016

 

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Compare Fidelity Advisor Mega Cap Stock A Fund (FGTAX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Advisor Mega Cap Stock A1.93-2.818.4811.07
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare
INTECH US Mgd Volatility T (JRSTX)4.122.8710.5311.53Compare

See top fund managers for Large Blend Category Funds

 

Compare Fidelity Advisor Mega Cap Stock A Fund (FGTAX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Fidelity Advisor Mega Cap Stock A Fund (FGTAX) Net Asset TrackingFidelity Advisor Mega Cap Stock A (FGTAX) Fund Net Asset

Track net asset change of Fidelity Advisor Mega Cap Stock A fund (FGTAX)

DateNet Asset
05/2016$3.41B
03/2016$3.34B
02/2016$3.17B
More historic net asset information on Fidelity Advisor Mega Cap Stock A Fund (FGTAX)

  

Graph of Fidelity Advisor Mega Cap Stock A Fund (FGTAX) Portfolio TrackingFidelity Advisor Mega Cap Stock A (FGTAX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Mega Cap Stock A fund (FGTAX)

DateCashStockBondOther
04/20160.98%99.02%0%0%
02/20160.84%99.16%0%0%
01/20160.1%99.9%0%0%
Click here to see more historic asset allocation information on Fidelity Advisor Mega Cap Stock A Fund (FGTAX)

 

graph of Fidelity Advisor Mega Cap Stock A Fund (FGTAX) Top 10 Position TrackingTop 10 Holdings in Fidelity Advisor Mega Cap Stock A (FGTAX) Fund

Discover what Fidelity Advisor Mega Cap Stock A Fund (FGTAX) manager is buying

Apr 29, 2016
JP Morgan Chase & Co. Common St [4.01%]
General Electric Company Common [3.52%]
Microsoft Corporation [3.35%]
Apple Inc. [3.2%]
Bank of America Corporation Com [3.01%]
Chevron Corporation Common Stoc [2.77%]
Citigroup, Inc. Common Stock [2.57%]
Johnson & Johnson Common Stock [2.45%]
Procter & Gamble Company (The) [2.22%]
QUALCOMM Incorporated [1.98%]

Feb 28, 2016
JP Morgan Chase & Co. Common St [3.94%]
General Electric Company Common [3.73%]
Microsoft Corporation [3.67%]
Apple Inc. [3.59%]
Bank of America Corporation Com [2.72%]
Johnson & Johnson Common Stock [2.48%]
Chevron Corporation Common Stoc [2.45%]
Procter & Gamble Company (The) [2.38%]
QUALCOMM Incorporated [2.28%]
Citigroup, Inc. Common Stock [2.2%]

Jan 30, 2016
JP Morgan Chase & Co. Common St [4.21%]
Microsoft Corporation [3.97%]
General Electric Company Common [3.82%]
Apple Inc. [3.64%]
Bank of America Corporation Com [2.96%]
Chevron Corporation Common Stoc [2.51%]
Johnson & Johnson Common Stock [2.47%]
Procter & Gamble Company (The) [2.42%]
Citigroup, Inc. Common Stock [2.31%]
Alphabet Inc. [2.18%]
Click here for Stock Holding Change Map in Fidelity Advisor Mega Cap Stock A Fund (FGTAX)

  

Latest News on Fidelity Advisor Mega Cap Stock A (FGTAX) Fund

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Fidelity Advisor Mega Cap Stock A Fund (FGTAX) Related ResourcesSee more information on Fidelity Advisor Mega Cap Stock A (FGTAX) Fund

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