Morningstar

Fidelity Growth & Income K FGIKX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 62.50  /  +0.56 %
  • Total Assets 11.1 Bil
  • Adj. Expense Ratio
    0.460%
  • Expense Ratio 0.460%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.36%
  • Turnover 19%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0

Morningstar’s Analysis FGIKX

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

  • People Pillar

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

No benchmark-hugger.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

With its seasoned portfolio manager and ample resources, Fidelity Growth & Income has an edge.

by Robby Greengold
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FGIKX

More FGIKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.85 860.7 Mil
Technology

Exxon Mobil Corp

6.84 749.6 Mil
Energy

Wells Fargo & Co

5.37 588.7 Mil
Financial Services

GE Aerospace

4.97 544.6 Mil
Industrials

NVIDIA Corp

4.07 446.1 Mil
Technology

Apple Inc

2.95 323.5 Mil
Technology

Bank of America Corp

2.71 296.5 Mil
Financial Services

UnitedHealth Group Inc

2.12 232.1 Mil
Healthcare

Visa Inc Class A

1.83 200.6 Mil
Financial Services

Boeing Co

1.70 186.5 Mil
Industrials

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