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Mutual Funds Weekly Roundup: August 2
Brian Mathews
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The fund normally invests primarily in common stocks. It invests in companies that Fidelity Management & Research Company (FMR) believes have above-average growth potential (stocks of these companies are often called "growth" stocks). The fund invests in domestic and foreign issuers. The advisor 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.
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| Period | FCGSX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 41.5% | -91.6% | 77.8% | 4.42% |
| 1 Yr | 43.0% | -92.0% | 95.9% | 4.63% |
| 3 Yr | 13.6%* | -59.0% | 37.2% | 17.47% |
| 5 Yr | 15.0%* | -41.4% | 31.7% | 6.99% |
| 10 Yr | N/A* | -18.4% | 17.5% | 58.56% |
* Annualized
| Period | FCGSX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2019 | 25.6% | -67.9% | 49.9% | 38.15% |
| 2018 | -15.0% | -65.5% | 10.6% | 65.14% |
| 2017 | 24.5% | -46.3% | 52.2% | 18.53% |
| 2016 | 3.6% | -56.6% | 15.3% | 27.49% |
| 2015 | 7.7% | -82.5% | 11.4% | 1.80% |
| Period | FCGSX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 41.5% | -91.6% | 77.8% | 4.42% |
| 1 Yr | 43.0% | -92.0% | 95.9% | 4.63% |
| 3 Yr | 22.3%* | -57.9% | 37.2% | 4.68% |
| 5 Yr | 20.8%* | -38.8% | 31.7% | 2.74% |
| 10 Yr | N/A* | -17.0% | 21.2% | 69.48% |
* Annualized
| Period | FCGSX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2019 | 25.6% | -67.9% | 49.9% | 38.39% |
| 2018 | -4.0% | -65.5% | 16.5% | 32.08% |
| 2017 | 37.7% | -28.2% | 52.2% | 2.56% |
| 2016 | 6.1% | -56.6% | 17.1% | 23.43% |
| 2015 | 7.7% | -38.0% | 17.3% | 10.79% |
| FCGSX | Category Low | Category High | FCGSX % Rank | |
|---|---|---|---|---|
| Net Assets | 13.5 B | 818 K | 235 B | 12.88% |
| Number of Holdings | 454 | 1 | 2263 | 2.88% |
| Net Assets in Top 10 | 5.86 B | 399 K | 71.6 B | 11.59% |
| Weighting of Top 10 | 47.49% | 13.5% | 100.0% | 35.98% |
| Weighting | Return Low | Return High | FCGSX % Rank | |
|---|---|---|---|---|
| Stocks | 97.67% | 60.93% | 103.32% | 73.03% |
| Other | 2.06% | -1.64% | 4.98% | 1.52% |
| Cash | 0.19% | -3.33% | 39.07% | 81.82% |
| Preferred Stocks | 0.08% | 0.00% | 2.55% | 8.86% |
| Bonds | 0.01% | -0.48% | 13.73% | 5.76% |
| Convertible Bonds | 0.00% | 0.00% | 6.70% | 65.68% |
| Weighting | Return Low | Return High | FCGSX % Rank | |
|---|---|---|---|---|
| Technology | 38.48% | 4.67% | 54.73% | 10.15% |
| Consumer Cyclical | 22.56% | 0.00% | 44.53% | 3.86% |
| Healthcare | 17.51% | 0.00% | 60.93% | 22.12% |
| Communication Services | 11.36% | 0.00% | 34.83% | 63.79% |
| Financial Services | 4.48% | 0.00% | 41.40% | 93.79% |
| Consumer Defense | 2.51% | 0.00% | 19.15% | 70.68% |
| Industrials | 2.10% | 0.00% | 24.88% | 89.32% |
| Energy | 0.52% | 0.00% | 7.94% | 27.12% |
| Basic Materials | 0.34% | 0.00% | 13.33% | 70.98% |
| Real Estate | 0.14% | 0.00% | 22.16% | 76.82% |
| Utilities | 0.00% | 0.00% | 11.79% | 77.42% |
| Weighting | Return Low | Return High | FCGSX % Rank | |
|---|---|---|---|---|
| US | 86.70% | 60.93% | 100.05% | 85.61% |
| Non US | 10.97% | 0.00% | 18.83% | 11.52% |
| Weighting | Return Low | Return High | FCGSX % Rank | |
|---|---|---|---|---|
| Cash & Equivalents | 60.31% | 0.00% | 100.00% | 92.76% |
| Corporate | 28.06% | 0.00% | 100.00% | 3.93% |
| Derivative | 11.63% | -0.06% | 75.19% | 0.47% |
| Securitized | 0.00% | 0.00% | 10.70% | 64.52% |
| Municipal | 0.00% | 0.00% | 7.48% | 64.83% |
| Government | 0.00% | 0.00% | 100.00% | 65.22% |
| Weighting | Return Low | Return High | FCGSX % Rank | |
|---|---|---|---|---|
| US | 0.01% | -0.48% | 13.73% | 5.68% |
| Non US | 0.00% | -0.23% | 0.17% | 65.08% |
| FCGSX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | N/A | 0.01% | 24.73% | 99.62% |
| Management Fee | 0.00% | 0.00% | 1.40% | 0.69% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.01% | 1.02% | N/A |
| FCGSX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 0.50% | 8.50% | N/A |
| Deferred Load | N/A | 1.00% | 5.50% | N/A |
| FCGSX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 0.50% | 2.00% | N/A |
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| FCGSX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 19.00% | 0.00% | 464.00% | 16.08% |
| FCGSX | Category Low | Category High | FCGSX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.00% | 0.00% | 19.97% | 65.78% |
| FCGSX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Annually | Annually | Quarterly | Annually |
| FCGSX | Category Low | Category High | FCGSX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 0.64% | -8.87% | 2.43% | 16.58% |
| FCGSX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
| Date | Amount |
|---|---|
| Dec 20, 2018 | $0.150 |
| Dec 18, 2017 | $0.085 |
| Dec 19, 2016 | $0.015 |
| Dec 16, 2013 | $0.007 |
Start Date
Tenure
Tenure Rank
Nov 07, 2013
6.82
6.8%
Steven Wymer joined Fidelity Investments in 1989, Mr. Wymer has worked as a research analyst and portfolio manager. From 1985 to 1987, he was an emerging-business consultant for Deloitte Haskins & Sells. Wymer holds the Certified Public Accountant designation.
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.02 | 37.28 | 8.3 | 1.34 |
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