Morningstar

Fidelity Growth & Income Portfolio FGRIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Fidelity Investment Hub

Morningstar’s Analysis FGRIX

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

  • People Pillar

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

Unearths attractive opportunities off the beaten path.

Principal Robby Greengold

Robby Greengold

Principal

Summary

In an era when many large-cap funds chase tech titans, Fidelity Growth & Income often chooses paths less followed. And despite occasional detours, the mutual fund’s cheapest share classes have reached rewarding destinations. The strategy includes Fidelity Advisor Growth & Income.

by Robby Greengold
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