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Morningstar

Fidelity® Growth Company FDGRX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 29.02  /  0.17 %
  • Total Assets 50.5 Bil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Limited
  • TTM Yield —
  • Turnover 14%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:12 PM GMT+0

Morningstar’s Analysis FDGRX

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

People Pillar

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

Exceptional.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

Fidelity Growth Company has the same outstanding manager and well-executed process but gets a Morningstar Analyst Rating upgrade for its no-load share class to Gold, in line with its cheaper retirement share classes. The fund is closed to new investors.

by Robby Greengold
Rated on Published on

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Portfolio Holdings FDGRX

More FDGRX Holdings
  • Current Portfolio Date
  • Equity Holdings 385
  • Bond Holdings 3
  • Other Holdings 146
  • % Assets in Top 10 Holdings 53.1
Top 10 Holdings
% Portfolio Weight
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