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Morningstar

Fidelity Dividend Growth FDGFX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 38.66  /  −0.41 %
  • Total Assets 7.1 Bil
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.770%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.28%
  • Turnover 66%

USD | NAV as of May 16, 2024 | 1-Day Return as of May 16, 2024, 10:16 PM GMT+0

Morningstar’s Analysis FDGFX

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

  • People Pillar

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

Fidelity Dividend Growth's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FDGFX

More FDGFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.87 579.1 Mil
Technology

NVIDIA Corp

6.21 457.0 Mil
Technology

Meta Platforms Inc Class A

3.34 246.0 Mil
Communication Services

Exxon Mobil Corp

2.39 175.9 Mil
Energy

Broadcom Inc

2.31 169.8 Mil
Technology

Boeing Co

1.82 133.6 Mil
Industrials

The Cigna Group

1.80 132.6 Mil
Healthcare

UnitedHealth Group Inc

1.80 132.3 Mil
Healthcare

Visa Inc Class A

1.75 128.5 Mil
Financial Services

Wells Fargo & Co

1.74 128.1 Mil
Financial Services