Fidelity� Growth Company

 (MUTF:FDGRX)   Watch this mutual fund  
Find more results for FDGRX

Performance

Trailing returns

1 day
   
-0.38%  
1 week   +0.12%
   
4 week   +1.98%
   
3 month   +5.14%
   
YTD   +30.85%
   
1 year   +36.11%
   
3 years*   +18.56%
   
5 years*   +18.77%
   
*annualized
Best 3 month return+25.45%  
Worst 3 month return-36.05%  

Morningstar statistics

Morningstar category: Large Growth
  Return Risk Rating
3 years High High
5 years High High
10 years High Above Average
Overall High High
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets40.78B 
Front load-  
Deferred load-  
Expense ratio0.77%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash0.35%  
Stocks99.65%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$2,500  
IRA Initial$2,500  
179.91+0.94(0.53%)
Oct 19, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests in companies that the advisor believes have above-average growth potential (stocks of these companies are often called "growth" stocks). The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments.
Fund filings (PDF) »
Asset manager:
Steven Wymer (Started: Jan 1, 1997)
Advisor Company:
Fidelity Investments
Fund family reports on Morningstar »
Fidelity Investments, 483 Bay Street, Boston, MA 02109, USA
1-800-387-8092 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* 9.67 3.05 1.26 2.92
Beta* 1.01 1.19 1.15 1.08
Mean annual return 2.26 1.32 1.42 0.99
R-squared* 54.81 81.72 75.35 85.02
Standard deviation 7.45 13.25 12.64 17.68
Sharpe ratio 3.54 1.17 1.34 0.65
* Against standard index

Top 10 holdings

Security Net Assets  
NVIDIA Corp (NVDA) 7.33%  
Apple Inc (AAPL) 5.66%  
Amazon.com Inc (AMZN) 4.47%  
Alphabet Inc A (GOOGL) 3.57%  
Facebook Inc A (FB) 3.45%  
adidas AG (ADDDF) 2.94%  
Salesforce.com Inc (CRM) 2.93%  
Microsoft Corp (MSFT) 2.13%  
Alphabet Inc C (GOOG) 1.92%  
Tesla Inc (TSLA) 1.74%