Morningstar

Fidelity Mega Cap Stock Fund FGRTX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $33.90  /  −1.45 %
  • Fund Size $7.3B
  • Adjusted Expense Ratio 0.580%
  • Net Expense Ratio 0.580%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.72%
  • Turnover Ratio 16%
NAV and 1-Day Return as of

Morningstar’s Analysis FGRTX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Mega Cap Stock 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 FGRTX

More FGRTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Consumer Cyclical

Boeing Co

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Industrials

Wells Fargo & Co

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Financial Services

GE Aerospace

3.69 269M
Industrials

Alphabet Inc Class A

3.52 257M
Communication Services

ExxonMobil Holdings Corp

3.19 233M
Energy

Fidelity Cash Central Fund

3.12 228M
Cash and Equivalents

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