Fidelity Growth Company (FDGRX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Growth Company (FDGRX) Fund

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Fund Manager - Steven S. Wymer

Fund Manager Information

Fund Manager Tenure: 23.5 years
Fund Family: Fidelity Investments
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.74)     (What does this score mean?)
Wymer joined Fidelity Investments as an analyst in 1989. He has been a portfolio manager since 1990. From 1985 to 1987, he was an emerging-business consultant for Deloitte Haskins & Sells. Wymer holds the Certified Public Accountant designation.  Get more insights on Steven S. Wymer

 

Fidelity Growth Company Fund (FDGRX) Profile

Fund Profile and Description

Fidelity Growth Company Fund seeks capital appreciation. Fidelity Growth Company Fund invests primarily in common stocks. It may invest in companies the advisor believes have above-average growth potential. Fidelity Growth Company Fund may invest in domestic and foreign issuers.

 

 What we like about Fidelity Growth Company (FDGRX) Fund

Data for Fidelity Growth Company Fund (FDGRX) as of May 30, 2016

• Fidelity Growth Company Fund (FDGRX) management has been with Fidelity Growth Company Fund for 23.5 years
• Fidelity Growth Company Fund (FDGRX) has good mid-term performance (3-year return 12.77% vs 10.74% Large Growth category median performance)
• Fidelity Growth Company Fund (FDGRX) has good Long-term performance (5-year return 12.07% vs 10.14% Large Growth category median performance)
• Fidelity Growth Company Fund (FDGRX) ratio of up-years vs down years is greater than 2
• Fidelity Growth Company Fund (FDGRX) has a Morningstar rating of 4 and above
• Fidelity Growth Company Fund (FDGRX) has an annual stock turnover rate of 18.00% vs Large Growth average of 50.46%. It is good that Fidelity Growth Company management does not trade extensively for its return.
• Fidelity Growth Company Fund (FDGRX) has a lower expense ratio than its Large Growth average: 0.87% vs 1.17%
• Fidelity Growth Company Fund (FDGRX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

 What we are cautious about Fidelity Growth Company (FDGRX) Fund

Data for Fidelity Growth Company Fund (FDGRX) as of May 30, 2016

• Fidelity Growth Company Fund (FDGRX) has a less-than-ideal short-term performance (1-year return -2.54% vs -1.74% Large Growth category median performance)
• Fidelity Growth Company Fund (FDGRX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.46 that is higher than category average of 12.75

See Fidelity Growth Company Fund (FDGRX) performance details as of May 30, 2016

 

What do you think?

 

Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
Fidelity Growth Company	-2.68	-2.54	12.77	12.07
American Funds AMCAP R6 (RAFGX)	3.59	-1.13	11.82	11.94	Compare
AB Core Opportunities Advisor (ADGYX)	1.54	3.36	12.04	12.15	Compare
Eaton Vance Growth R (ELCRX)	-0.28	0.10	13.00	10.73	Compare

See top fund managers for Large Growth Category Funds

 

Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETF	Year to Date	One Year	Three Year
PowerShares Dynamic Large Cap Growth ETF (PWB)	-0.31%	1.61%	13.24%
iShares Russell 1000 Growth (IWF)	1.70%	1.47%	12.29%
Vanguard Russell 1000 Growth ETF (VONG)	1.69%	1.42%	12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)	2.10%	1.03%	12.67%
iShares Morningstar Large-Cap Growth (JKE)	-0.23%	0.51%	13.52%

 

Fidelity Growth Company (FDGRX) Fund Net Asset

Track net asset change of Fidelity Growth Company fund (FDGRX)

Date	Net Asset
05/2016	$37.78B
03/2016	$37.83B
02/2016	$35.50B

More historic net asset information on Fidelity Growth Company Fund (FDGRX)

  

Fidelity Growth Company (FDGRX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Growth Company fund (FDGRX)

Date	Cash	Stock	Bond	Other
04/2016	0.15%	99.12%	0%	0%
02/2016	0.21%	99.78%	0%	0%
01/2016	0.26%	99.74%	0%	0%

Click here to see more historic asset allocation information on Fidelity Growth Company Fund (FDGRX)

 

Top 10 Holdings in Fidelity Growth Company (FDGRX) Fund

Discover what Fidelity Growth Company Fund (FDGRX) manager is buying

Apr 29, 2016 Salesforce.com Inc Common Stock [4.56%] Apple Inc. [4.56%] Amazon.com, Inc. [4.11%] Alphabet Inc. [3.86%] NVIDIA Corporation [3.56%] Facebook, Inc. [3.33%] Alphabet Inc. [1.99%] lululemon athletica inc. [1.62%] Regeneron Pharmaceuticals, Inc. [1.55%] Monster Beverage Corporation [1.44%]

Feb 28, 2016 Apple Inc. [5.1%] Salesforce.com Inc Common Stock [4.38%] Alphabet Inc. [4.14%] Amazon.com, Inc. [3.64%] NVIDIA Corporation [3.3%] Facebook, Inc. [3.29%] Alphabet Inc. [2.47%] Regeneron Pharmaceuticals, Inc. [1.7%] lululemon athletica inc. [1.64%] Microsoft Corporation [1.42%]

Jan 30, 2016 Apple Inc. [5.11%] Salesforce.com Inc Common Stock [4.35%] Alphabet Inc. [4.3%] Amazon.com, Inc. [3.77%] Facebook, Inc. [3.4%] NVIDIA Corporation [3.04%] Alphabet Inc. [2.66%] Regeneron Pharmaceuticals, Inc. [1.85%] lululemon athletica inc. [1.6%] Microsoft Corporation [1.5%]

Click here for Stock Holding Change Map in Fidelity Growth Company Fund (FDGRX)

  

Latest News on Fidelity Growth Company (FDGRX) Fund

See what is happening with Fidelity Growth Company Fund (FDGRX)

Funds With the Best People Make the Most of Your Retirement with These Top-Ranked Mutual Funds - February 06, 2020 Is Fidelity Growth Company (FDGRX) a Strong Mutual Fund Pick Right Now?

 

See more information on Fidelity Growth Company (FDGRX) Fund

Popular pages on Fidelity Growth Company (FDGRX) Fund

• Fidelity Growth Company (FDGRX) Fund Research and Recommendation
• Fidelity Growth Company (FDGRX) Fund Performance Data
• Fidelity Growth Company (FDGRX) Fund Manager Information
• Historic Fidelity Growth Company (FDGRX) Fund Asset Allocation Report
• Historic Fidelity Growth Company (FDGRX) Fund Top 10 Holding Tracking
• Historic Fidelity Growth Company (FDGRX) Fund Asset Under Management Tracking