Fidelity Growth Company
(FDGRX)
107.77
+1.14
+1.07%
+1.14
+1.07%
MORE ON FDGRX
DETAILS
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 106.63 |
| Category | Large Growth |
| Net Assets | 24.53 Bil |
| Yield | 0.17% |
| Morningstar Risk | Above Average |
| Morningstar Return | High |
- Last NAV update 6/18/2013 11:33 PM ET
INVESTMENT OBJECTIVE
| NA |
|---|
| 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. |
CUMULATIVE PERFORMANCE OF $10,000
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 41.15% | 20.55% | 0.67% | 18.52% | 15.60% |
| Value ($) | 14,115.24 | 17,015.43 | 17,130.07 | 20,302.48 | 23,469.53 |
- Year to date performance as of 6/18/2013 12:00 AM ET
MANAGEMENT & PURCHASE INFO
| Symbol | Value ($) |
|---|---|
| Fund Family | Fidelity Investments |
| Fund Manager | Steven Wymer |
| Tenure (Years) | 16 |
| Fund Status | Closed |
| Minimum Initial Purchase | 2,500.00 |
| Minimum IRA Investment | 2,500.00 |
| Front Load | 0.00 |
| Expense Ratio | 0.90% |
PERFORMANCE
| Symbol | Value ($) |
|---|---|
| 1 Month | -2.21% |
| 3 Months | 7.80% |
| 1 Year | 22.36% |
| 3 Years* | 17.29% |
| 5 Years* | 7.31% |
- * Annualized returns
- Performance as of 6/18/2013 12:00 AM ET
PEER COMPARISON
| FDGRX | Large Growth | |
|---|---|---|
| 5-Yr Return | 7.31% | 5.19% |
| Sharpe Ratio | 1.09 | 2.86 |
| Net Assets | 24.53 Bil | 631.34 Mil |
| Avg Market Cap | 26.17 Bil | 45.32 Bil |
| Avg P/E | 19.27 | 19.88 |
| Portfolio Turnover | 33 | 58 |
HOLDINGS
| Symbol | Value ($) |
|---|---|
| Stocks | 99.87% |
| Cash | 0.11% |
| Fixed Income | 0.02% |
| Other | 0.01% |
TOP 10 HOLDINGS
| NAME | % NET ASSETS |
|---|---|
| Apple Inc | 4.44% |
| Google, Inc. Class A | 4.36% |
| Salesforce.com, Inc. | 3.80% |
| Regeneron Pharmaceuticals, Inc. | 3.21% |
| Lululemon Athletica, Inc. | 2.02% |
| Monsanto Company | 1.75% |
| NVIDIA Corporation | 1.66% |
| Red Hat, Inc. | 1.57% |
| Discover Financial Services | 1.48% |
| Qualcomm, Inc. | 1.45% |
DATA PROVIDERS
Copyright © 2013 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.
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