FGRIX – Fund Analysis – Fidelity Growth & Income | Morningstar

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Will FGRIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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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.

No benchmark-hugger.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

With its seasoned portfolio manager and ample resources, Fidelity Growth & Income has an edge.

by Robby Greengold

Rated on Jan 22, 2024 Published on Jan 22, 2024

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