Fidelity Growth Discovery and Fidelity Advisor Equity Growth feature capable portfolio managers who strive to top the Russell 3000 Growth Index with durable long-term growth firms; both share classes of Growth Discovery retain their Morningstar Medalist Ratings of Bronze, while the cheaper share classes of Advisor Equity Growth remain Bronze and the pricier ones hold at Neutral.
Fidelity Advisor Equity Growth C EPGCX
- NAV / 1-Day Return 13.89 / +1.02 %
- Total Assets 9.7 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.690%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 43%
USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:10 PM GMT+0
Morningstar’s Analysis EPGCX
Will EPGCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 48.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 13.41 | 1.3 Bil | Technology |
NVIDIA Corp | 8.58 | 807.5 Mil | Technology |
Amazon.com Inc | 5.03 | 473.6 Mil | Consumer Cyclical |
Uber Technologies Inc | 4.94 | 464.5 Mil | Technology |
Alphabet Inc Class A | 4.04 | 380.5 Mil | Communication Services |
Apple Inc | 3.57 | 336.2 Mil | Technology |
Fidelity Cash Central Fund | 2.74 | 257.7 Mil | Cash and Equivalents |
Eli Lilly and Co | 2.50 | 235.5 Mil | Healthcare |
Boston Scientific Corp | 2.28 | 214.6 Mil | Healthcare |
Netflix Inc | 1.97 | 185.4 Mil | Communication Services |