Fidelity Growth Company has the same outstanding manager and well-executed process but gets a Morningstar Analyst Rating upgrade to Gold for its cheaper K share class. Its pricier no-load shares retain Silver. The fund is closed to new investors.
Fidelity® Growth Company FDGRX
NAV / 1-Day Return
39.78
/
0.82
%
Total Assets
64.5 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.830%
Expense Ratio
0.830%
Fee Level
Average
Longest Manager Tenure
24.81
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
0
Status
Limited
TTM Yield
0.00%
Turnover
18%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will FDGRX 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 FDGRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the FDGRX 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 FDGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Still a standout.
