About FTRIX
Fidelity Advisor Mega Cap Stock Fund Class I is an institutional mutual fund that focuses on investing primarily in the common stocks of companies with very large, or "mega," market capitalizations. The fund seeks to achieve high total return through a combination of current income and capital appreciation. Its portfolio typically allocates at least 80% of its assets to mega cap stocks, targeting industry leaders across sectors such as technology, financial services, industrials, and energy. Notable holdings often include established names like Microsoft, Wells Fargo, NVIDIA, and Apple, reflecting the fund's focus on market-dominant companies. The fund is categorized as a "Large Blend" strategy, aiming for a balance between growth and value stocks, and is managed with a disciplined, cost-conscious investment process. With an expense ratio positioned in the lower fee quintiles among its peers and a track record of competitive returns, this fund serves as a core equity holding for investors seeking diversified exposure to the largest companies in the U.S. and, to a lesser extent, internationally.
Fund Family Fidelity
Category Large Blend
Performance Rating High
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol FTRIX
Share Class Class I
Index S&P 500 TR
FTRIX had a total return of 30.75% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.70%.
