About FDTGX
Fidelity Advisor Consumer Staples Fund Class M is an actively managed mutual fund specializing in the consumer staples sector. Its primary objective is **capital appreciation**, achieved by investing at least 80% of its assets in companies engaged in the manufacture, sale, or distribution of essential goods such as food, beverages, household products, and personal care items. The fund is designed to provide investors with targeted exposure to businesses that tend to demonstrate resilience across economic cycles, as consumer staples are generally considered non-discretionary expenditures.
Managed by Fidelity Management & Research, the fund typically holds a concentrated portfolio—its top ten holdings account for over two-thirds of total assets, with notable positions in globally recognized companies like Procter & Gamble, Coca-Cola, Walmart, and Keurig Dr Pepper. With assets under management exceeding $1.2 billion, the fund reflects a blend of large, medium, and smaller capitalization firms, focusing on industry leaders within the consumer defensive space. The fund plays a strategic role for investors seeking sector-specific diversification and stability linked to consumer non-cyclical demand, making it a significant vehicle within the broader U.S. equity market focused on defensive investment themes.
Fund Family Fidelity
Category Consumer Defensive
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol FDTGX
Share Class Class M
Index S&P 500 TR
FDTGX had a total return of -6.56% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.98%.
