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.
Fidelity Advisor Equity Growth Fund - Class C EPGCX
- NAV / 1-Day Return 17.30 / −0.52 %
- Total Assets 13.6B
-
Adj. Expense Ratio
1.660%
- Expense Ratio 1.660%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 69%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 4:50 AM GMT+0
Morningstar’s Analysis EPGCX
Will EPGCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the EPGCX 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 EPGCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 55.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 13.65 | 2B | Technology |
Alphabet Inc Class A | 7.63 | 980M | Communication Services |
Microsoft Corp | 6.94 | 892M | Technology |
Amazon.com Inc | 5.29 | 679M | Consumer Cyclical |
Apple Inc | 5.29 | 679M | Technology |
Broadcom Inc | 4.17 | 536M | Technology |
Meta Platforms Inc Class A | 4.01 | 514M | Communication Services |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 3.55 | 456M | Technology |
Mastercard Inc Class A | 2.82 | 362M | Financial Services |
Eli Lilly and Co | 2.40 | 308M | Healthcare |
United States