Morningstar

Fidelity Advisor Equity Growth Fund - Class A EPGAX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 24.50  /  −2.08 %
  • Total Assets 13.4B
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 69%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 4:50 AM GMT+0

Morningstar’s Analysis EPGAX

Will EPGAX outperform in the 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 EPGAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EPGAX 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 EPGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

These two heads are better than one.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

The two exceptional portfolio managers running the Fidelity Equity Growth strategy (which includes Fidelity Growth Discovery) have earned an upgrade to a High People rating, while the Process rating remains Above Average.

by Todd Trubey
Rated on Published on

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Portfolio Holdings EPGAX

More EPGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

13.67 2B
Technology

Microsoft Corp

7.18 974M
Technology

Alphabet Inc Class A

7.13 968M
Communication Services

Apple Inc

5.75 781M
Technology

Amazon.com Inc

5.11 693M
Consumer Cyclical

Broadcom Inc

4.22 573M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.55 481M
Technology

Meta Platforms Inc Class A

2.99 405M
Communication Services

Eli Lilly and Co

2.80 380M
Healthcare

Mastercard Inc Class A

2.55 346M
Financial Services

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