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Morningstar

Fidelity® Growth Strategies K FAGKX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 51.40  /  0.25 %
  • Total Assets 3.2 Bil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.720%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 74%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:16 PM GMT+0

Morningstar’s Analysis FAGKX

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

People Pillar

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

Fidelity ® Growth Strategies K's recent fee hike and decreased Process Pillar rating result in a dropto this strategy's Morningstar Medalist Rating to Silver from Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FAGKX

More FAGKX Holdings
  • Current Portfolio Date
  • Equity Holdings 123
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 23.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ON Semiconductor Corp

3.06
101,674,516
Technology

Old Dominion Freight Line Inc Ordinary Shares

2.59
86,037,399
Industrials

Mettler-Toledo International Inc

2.42
80,478,080
Healthcare

The Trade Desk Inc Class A

2.41
80,281,422
Technology

W.W. Grainger Inc

2.33
77,393,752
Industrials

DexCom Inc

2.32
77,040,360
Healthcare

MSCI Inc

2.30
76,666,527
Financial Services

Apollo Global Management Inc Class A

2.16
71,741,380
Financial Services

Cardinal Health Inc

2.11
70,258,107
Healthcare

ResMed Inc

2.10
69,736,075
Healthcare