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Morningstar

Fidelity Growth Strategies FDEGX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 60.02  /  +0.65 %
  • Total Assets 3.6 Bil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.05%
  • Turnover 75%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:14 PM GMT+0

Morningstar’s Analysis FDEGX

Will FDEGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FDEGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FDEGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FDEGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Fidelity Growth Strategies's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FDEGX

More FDEGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apollo Global Management Inc Class A

2.76 96.1 Mil
Financial Services

W.W. Grainger Inc

2.48 86.3 Mil
Industrials

Cardinal Health Inc

2.43 84.5 Mil
Healthcare

Copart Inc

2.41 83.8 Mil
Industrials

Gartner Inc

2.30 80.0 Mil
Technology

Molina Healthcare Inc

2.30 80.0 Mil
Healthcare

Old Dominion Freight Line Inc Ordinary Shares

2.27 79.0 Mil
Industrials

TransDigm Group Inc

2.23 77.5 Mil
Industrials

ResMed Inc

2.22 77.2 Mil
Healthcare

Cintas Corp

2.20 76.4 Mil
Industrials