Skip to Content

Fidelity® Growth & Income FGRIX

Analyst rating as of
NAV / 1-Day Return
51.09  /  1.75 %
Total Assets
7.7 Bil
Adj. Expense Ratio
0.590%
Expense Ratio
0.590%
Fee Level
Below Average
Longest Manager Tenure
10.84 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
0
Status
Open
TTM Yield
2.16%
Turnover
16%
Premium

Morningstar’s Analysis

Will FGRIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Continued conviction in this fund's manager but not its risk-tolerant process.

Summary

| |

Experienced leadership, deep analytical resources, and competitive fees work in Fidelity Growth & Income's favor, but flaws in its risk management warrant a downgrade of its Morningstar Analyst Rating to Bronze from Silver.

Unlock our full analysis with Morningstar Premium