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Morningstar

Fidelity® Growth & Income K FGIKX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 50.72  /  0.45 %
  • Total Assets 9.1 Bil
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.490%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.69%
  • Turnover 12%

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

Morningstar’s Analysis FGIKX

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

People Pillar

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

This strategy’s success tends to ebb and flow as its favored industries flourish or flounder.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

Fidelity Growth & Income’s seasoned portfolio manager and ample resources earn its cheapest share classes a Morningstar Analyst Rating of Bronze. Pricier shares are rated Neutral.

by Robby Greengold
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FGIKX

More FGIKX Holdings
  • Current Portfolio Date
  • Equity Holdings 202
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 37.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.62
713,219,297
Technology

Exxon Mobil Corp

7.03
658,281,909
Energy

Wells Fargo & Co

5.59
522,908,327
Financial Services

Fidelity Revere Str Tr

5.33
498,389,163
Cash and Equivalents

General Electric Co

4.21
393,535,209
Industrials

Apple Inc

3.35
313,318,498
Technology

Bank of America Corp

2.49
232,897,152
Financial Services

Comcast Corp Class A

1.99
186,222,813
Communication Services

UnitedHealth Group Inc

1.94
181,577,699
Healthcare

Visa Inc Class A

1.88
175,819,165
Financial Services