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Morningstar

Fidelity® Dividend Growth FDGFX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 31.90  /  0.82 %
  • Total Assets 6.1 Bil
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.580%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.51%
  • Turnover 66%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 11:20 PM GMT+0

Morningstar’s Analysis FDGFX

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

People Pillar

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

Fidelity ® Dividend Growth's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers. The strategy changed its peer group last October, moving from the Large Value category to the Large Blend Morningstar Category.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FDGFX

More FDGFX Holdings
  • Current Portfolio Date
  • Equity Holdings 141
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 27.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.83
500,098,501
Technology

NVIDIA Corp

3.06
173,274,220
Technology

UnitedHealth Group Inc

2.96
167,740,605
Healthcare

Visa Inc Class A

2.36
133,677,860
Financial Services

The Cigna Group

2.18
123,308,960
Healthcare

Fidelity® Cash Central Fund

2.15
121,951,011
Cash and Equivalents

Exxon Mobil Corp

2.09
118,297,642
Energy

Wells Fargo & Co

1.65
93,280,257
Financial Services

Boeing Co

1.60
90,813,202
Industrials

Mastercard Inc Class A

1.54
87,313,200
Financial Services