Nasdaq - Delayed Quote USD

Fidelity Dividend Growth (FDGFX)

36.53 -0.04 (-0.11%)
At close: 8:01 PM EDT
Loading Chart for FDGFX
DELL
  • Previous Close 36.57
  • YTD Return 13.70%
  • Expense Ratio 0.68%
  • Category Large Blend
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 7.36B
  • Beta (5Y Monthly) 0.88
  • Yield 1.24%
  • 5y Average Return --
  • Holdings Turnover 66.00%
  • Last Dividend 0.06
  • Inception Date May 9, 2008

The fund invests at least 80% of assets in equity securities. It invests primarily in common stocks. The fund invests primarily in companies that currently pay or have a historical record of paying dividends. It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

Fidelity Investments

Fund Family

Large Blend

Fund Category

7.36B

Net Assets

2008-05-09

Inception Date

Performance Overview: FDGFX

Trailing returns as of 4/23/2024. Category is Large Blend.

YTD Return

FDGFX
13.70%
Category
14.84%
 

1-Year Return

FDGFX
31.39%
Category
40.47%
 

3-Year Return

FDGFX
11.71%
Category
16.77%
 

5-Year Return

FDGFX
12.26%
Category
16.15%
 

People Also Watch

Holdings: FDGFX

Top 10 Holdings (31.65% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 8.71%
NVDA
NVIDIA Corporation 5.56%
META
Meta Platforms, Inc. 3.10%
V
Visa Inc. 2.49%
AVGO
Broadcom Inc. 2.12%
UNH
UnitedHealth Group Incorporated 2.02%
WFC
Wells Fargo & Company 2.01%
BA
The Boeing Company 1.88%
CI
The Cigna Group 1.88%
XOM
Exxon Mobil Corporation 1.88%

Sector Weightings

SectorFDGFX
Technology   30.01%
Industrials   12.22%
Healthcare   11.25%
Energy   9.16%
Utilities   5.26%
Real Estate   0.49%

Related Mutual Fund News

Top Mutual Funds