Morningstar

Fidelity Dividend Growth Fund - Class K FDGKX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $42.98  /  +0.09 %
  • Fund Size $12.2B
  • Adjusted Expense Ratio 0.800%
  • Net Expense Ratio 0.610%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.43%
  • Turnover Ratio 70%
NAV and 1-Day Return as of

Morningstar’s Analysis FDGKX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Dividend Growth K holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings FDGKX

More FDGKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.22 1B
Technology

Microsoft Corp

7.28 890M
Technology

Alphabet Inc Class A

5.09 622M
Communication Services

Meta Platforms Inc Class A

3.03 371M
Communication Services

Apple Inc

2.90 354M
Technology

Western Digital Corp

2.58 316M
Technology

Seagate Technology Holdings PLC

2.35 287M
Technology

Boeing Co

2.30 281M
Industrials

Keurig Dr Pepper Inc

2.18 266M
Consumer Defensive

Allison Transmission Holdings Inc

2.15 263M
Consumer Cyclical

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