Fidelity Advisor® Diversified Stock Fund Class A (FDTOX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks capital growth. The fund normally invests at least 80% of assets in stocks. It invests primarily in common stocks. The fund invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both. The fund 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.


1 month+1.90% 3 years+11.35%
3 months+2.32% 5 years+13.32%
1 year+21.00% Since inception+3.66%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+13.32%+11.72%
Expense ratio0.84%0.95%
Risk 5 year sharpe ratio1.081.07
Net assets$2.2B$5.7B
Average market cap$81.6B$152.1B
Average P/E26.120.6
Portfolio turnover77%77%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureDaniel Kelley / 1 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock92.80%
International stock5.70%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Financial service 22.74%
Energy 13.14%
Healthcare 11.72%
Hardware 11.45%
Consumer service 8.45%
Top 10 Holdings
Portfolio weighting
AMZN Amazon4.66%
MSFT Microsoft4.15%
GOOG Google3.92%
BAC Bank of America2.84%
UNH UnitedHealth2.71%
JPM JPMorgan Chase2.55%
HUM Humana Inc2.24%
BDX Becton Dickinson and Co2.17%
NOC Northrop Grumman1.93%
CRM Salesforce.com1.93%