Fidelity Advisor Equity Growth and Fidelity Growth Discovery feature a skilled duo of portfolio managers plying a thoughtful strategy that gives them an edge on the competition. Its People rating remains Above Average, and its Process rating rises to Above Average from Average.
Fidelity Advisor Equity Growth C EPGCX
- NAV / 1-Day Return 16.16 / +0.50 %
- Total Assets 11.0 Bil
-
Adj. Expense Ratio
1.690%
- Expense Ratio 1.690%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 43%
USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0
Morningstar’s Analysis EPGCX
Will EPGCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 50.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Apple Inc | 13.20 | 1.4 Bil | Technology |
Microsoft Corp | 11.24 | 1.2 Bil | Technology |
Amazon.com Inc | 4.91 | 520.7 Mil | Consumer Cyclical |
Alphabet Inc Class A | 4.83 | 512.4 Mil | Communication Services |
NVIDIA Corp | 3.89 | 412.7 Mil | Technology |
Uber Technologies Inc | 3.67 | 388.6 Mil | Technology |
Eli Lilly and Co | 2.58 | 273.3 Mil | Healthcare |
Boston Scientific Corp | 2.45 | 260.3 Mil | Healthcare |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 2.13 | 225.4 Mil | Technology |
Equifax Inc | 1.71 | 181.7 Mil | Industrials |
United States