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Fund Spy

Best Funds in Fidelity's Sweet Spot

Our favorites from Fidelity’s lengthy menu of large-growth funds.

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Fidelity’s lineup of growth-oriented funds has seen terrific success in recent years. Consider the environment for U.S.-focused large-cap growth funds over the past decade: Despite their eye-popping average annualized gains of 16.9%, fewer than one seventh of all the large-growth Morningstar Category’s 250 or so actively managed mutual funds beat the category’s Russell 1000 Growth Index, which gained 19.4%. The category’s highest-achieving 10 funds gained between 21% and 29% annualized from Nov. 1, 2011, through Oct. 31, 2021. Fidelity funds were most prevalent among that cohort, claiming four spots.

Robby Greengold does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.