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Fund Intelligence | Best Managers | FDGRX Insights | FDGRX Score | FDGRX Performance | FDGRX News | FDGRX Allocation | FDGRX Holdings Change
Fidelity Growth Company (FDGRX) Fund Ranking and Research
Ranking, Research and Recommendation of Fidelity Growth Company (FDGRX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - Steven S. Wymer
Fund Manager Information
Fund Manager Tenure: 23.0 yearsFund 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 23.0 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
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% |
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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 |
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% |
Top 10 Holdings in Fidelity Growth Company (FDGRX) Fund
Discover what Fidelity Growth Company Fund (FDGRX) manager is buying
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%] | 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%] | 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%] |
Latest News on Fidelity Growth Company (FDGRX) Fund
See what is happening with Fidelity Growth Company Fund (FDGRX)
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