Morningstar

Fidelity Advisor Equity Growth Fund - Class A EPGAX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $26.14  /  +0.81 %
  • Fund Size $13.3B
  • Adjusted Expense Ratio 0.910%
  • Net Expense Ratio 0.910%
  • Fee Level: Distribution Below Average
  • Share Class Type Front Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 69%
NAV and 1-Day Return as of

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.

A seamless handoff, but with a twist.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Fidelity Equity Growth (which includes Fidelity Growth Discovery) has a new duo in charge, and they’ve refashioned the portfolio using their game plan.

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 52.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

15.50 2B
Technology

Alphabet Inc Class A

10.51 1B
Communication Services

Apple Inc

5.69 739M
Technology

Eli Lilly and Co

3.57 463M
Healthcare

Microsoft Corp

3.50 454M
Technology

Broadcom Inc

3.42 445M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.65 345M
Technology

Micron Technology Inc

2.61 339M
Technology

Amazon.com Inc

2.55 332M
Consumer Cyclical

Advanced Micro Devices Inc

2.46 320M
Technology

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