Fidelity Growth & Income’s experienced manager and deep analytical resources earn its cheapest share classes a Morningstar Analyst Rating of Bronze. Pricier shares are rated Neutral.
Fidelity® Growth & Income FGRIX
NAV / 1-Day Return
49.34
/
1.88
%
Total Assets
7.7 Bil
Adj. Expense Ratio
0.590%
Expense Ratio
0.590%
Fee Level
Below Average
Longest Manager Tenure
11.51
years
Category
Large Value
Investment Style
Large BlendMin. Initial Investment
0
Status
Open
TTM Yield
2.07%
Turnover
16%
Morningstar’s Fund 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.
Valuation-focused.
