Morningstar

Fidelity Dividend Growth FDGFX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 38.55  /  −0.13 %
  • Total Assets 8.1 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 Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.15%
  • Turnover 70%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:12 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 management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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 32.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.42 512.7 Mil
Technology

Microsoft Corp

5.82 464.5 Mil
Technology

Meta Platforms Inc Class A

3.58 285.5 Mil
Communication Services

Exxon Mobil Corp

3.10 247.0 Mil
Energy

Broadcom Inc

2.82 224.7 Mil
Technology

Allison Transmission Holdings Inc

2.29 182.7 Mil
Consumer Cyclical

Qualcomm Inc

2.23 178.0 Mil
Technology

Alphabet Inc Class A

1.96 156.4 Mil
Communication Services

Apollo Global Management Inc Class A

1.95 155.6 Mil
Financial Services

Comcast Corp Class A

1.91 152.6 Mil
Communication Services

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