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Fidelity Advisor Equity Growth A EPGAX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 19.87  /  +1.27 %
  • Total Assets 9.7 Bil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 43%

USD | NAV as of Apr 11, 2024 | 1-Day Return as of Apr 11, 2024, 10:13 PM GMT+0

Morningstar’s Analysis EPGAX

Will EPGAX outperform in future?

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

An experienced management duo makes this a decent offering.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

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.

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Portfolio Holdings EPGAX

  • 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