Morningstar

Fidelity Growth Company K6 FGKFX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 28.82  /  −0.62 %
  • Total Assets 20.6 Bil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.08%
  • Turnover 17%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:12 PM GMT+0

Morningstar’s Analysis FGKFX

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

  • People Pillar

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

This strategy’s fate is now more tightly tethered to its top stock—recently, to its benefit.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

Fidelity Growth Company’s long-running success continues under its outstanding leadership.

by Robby Greengold
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FGKFX

More FGKFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

15.75 3.2 Bil
Technology

Apple Inc

7.54 1.5 Bil
Technology

Amazon.com Inc

5.37 1.1 Bil
Consumer Cyclical

Microsoft Corp

4.94 1.0 Bil
Technology

Meta Platforms Inc Class A

4.52 916.1 Mil
Communication Services

Alphabet Inc Class A

3.57 724.7 Mil
Communication Services

Eli Lilly and Co

2.53 513.2 Mil
Healthcare

Oracle Corp

1.90 385.8 Mil
Technology

Alphabet Inc Class C

1.56 317.2 Mil
Communication Services

Lululemon Athletica Inc

1.52 309.2 Mil
Consumer Cyclical

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