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Morningstar

Fidelity® Growth & Income FGRIX

Morningstar Analyst Rating
Analyst rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 51.51  /  1.26 %
  • Total Assets 8.2 Bil
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.570%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.54%
  • Turnover 12%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis FGRIX

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

People Pillar

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

This strategy’s success tends to ebb and flow as its favored industries flourish or flounder.

Strategist

Summary

| by Robby Greengold

Fidelity Growth & Income’s seasoned portfolio manager and ample resources earn its cheapest share classes a Morningstar Analyst Rating of Bronze. Pricier shares are rated Neutral.

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