FDEGX: Fidelity® Growth Strategies Fund - MutualFunds.com

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Fidelity® Growth Strategies

FDEGX - Snapshot

Vitals

  • YTD Return 22.5%
  • 3 Yr Annualized Return 13.8%
  • 5 Yr Annualized Return 11.9%
  • Net Assets $3.14 B
  • Holdings in Top 10 21.2%

52 WEEK LOW AND HIGH

$60.50
$35.62
$61.53

Expenses

OPERATING RELATED FEES

  • Expense Ratio 0.56%

SALES FEES

  • Front Load N/A
  • Deferred Load N/A

BROKERAGE FEES

  • Turnover 66.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

  • Standard (Taxable) $0
  • IRA $2,500

Fund Classification


Compare FDEGX to Popular U.S. Mid-Cap Growth Equity Funds and ETFs

Overview

Income Profile

Income Risk

Returns Profile

Allocations

Expenses

About

$89.18

+1.41%

$34.01 B

-

$0.00

50.21%

-

$113.06

+0.71%

$33.25 B

-

$0.00

18.60%

-

$162.67

+0.63%

$19.75 B

0.09%

$0.15

14.73%

-

$33.27

-0.06%

$18.81 B

-

$0.00

13.39%

-

$201.79

+0.97%

$17.40 B

0.52%

$1.05

27.09%

-

FDEGX - Profile

Distributions

  • YTD Total Return 22.5%
  • 3 Yr Annualized Total Return 13.8%
  • 5 Yr Annualized Total Return 11.9%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio 0.67%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Annually

Fund Details

  • Legal Name
    Fidelity® Growth Strategies Fund
  • Fund Family Name
    Fidelity Investments
  • Inception Date
    Dec 28, 1990
  • Shares Outstanding
    N/A
  • Share Class
    No Load
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Jean Park

Fund Description

The fund primarily invests in common stocks. It invests in companies the advisor believes offer the potential for accelerated earnings or revenue growth (stocks of these companies are often called "growth" stocks). The fund focuses investments in medium-sized companies, but may also invest substantially in larger or smaller companies. It invests in domestic and foreign issuers.


FDEGX - Performance

Return Ranking - Trailing

Period FDEGX Return Category Return Low Category Return High Rank in Category (%)
YTD 22.5% -71.1% 2393.5% 68.37%
1 Yr 19.1% -14.4% 114.6% 59.15%
3 Yr 13.8%* -3.5% 47.4% 60.51%
5 Yr 11.9%* -1.0% 37.5% 72.94%
10 Yr 12.5%* 4.3% 20.6% 69.49%

* Annualized

Return Ranking - Calendar

Period FDEGX Return Category Return Low Category Return High Rank in Category (%)
2019 31.8% -50.2% 44.9% 22.07%
2018 -7.7% -70.5% 9.2% 18.62%
2017 21.0% -21.1% 84.9% 28.98%
2016 2.1% -61.7% 39.8% 44.03%
2015 3.0% -54.0% 12.2% 1.94%

Total Return Ranking - Trailing

Period FDEGX Return Category Return Low Category Return High Rank in Category (%)
YTD 22.5% -71.1% 2393.5% 68.37%
1 Yr 19.1% -18.9% 114.6% 55.97%
3 Yr 13.8%* -4.7% 47.4% 58.63%
5 Yr 11.9%* -1.0% 37.5% 70.61%
10 Yr 12.5%* 4.3% 20.6% 68.11%

* Annualized

Total Return Ranking - Calendar

Period FDEGX Return Category Return Low Category Return High Rank in Category (%)
2019 31.8% -50.2% 44.9% 22.07%
2018 -7.7% -51.7% 12.2% 38.65%
2017 21.5% -7.0% 84.9% 65.53%
2016 2.7% -61.7% 39.8% 62.14%
2015 3.0% -54.0% 12.2% 16.85%

NAV & Total Return History


FDEGX - Holdings

Concentration Analysis

FDEGX Category Low Category High FDEGX % Rank
Net Assets 3.14 B 919 K 34 B 26.13%
Number of Holdings 115 13 2566 18.28%
Net Assets in Top 10 674 M 181 K 7.69 B 28.16%
Weighting of Top 10 21.20% 3.3% 94.2% 68.18%

Top 10 Holdings

  1. ResMed Inc 2.70%
  2. Fidelity Revere Str Tr 2.65%
  3. DexCom Inc 2.62%
  4. MSCI Inc 2.28%
  5. Cadence Design Systems Inc 2.06%
  6. Dollar General Corp 2.01%
  7. VeriSign Inc 1.99%
  8. Take-Two Interactive Software Inc 1.97%
  9. Cintas Corp 1.97%
  10. Veeva Systems Inc Class A 1.89%

Asset Allocation

Weighting Return Low Return High FDEGX % Rank
Stocks
98.23% 23.73% 139.77% 61.65%
Cash
1.77% -55.75% 39.68% 38.19%
Preferred Stocks
0.00% 0.00% 1.64% 15.86%
Other
0.00% -41.95% 75.09% 23.46%
Convertible Bonds
0.00% 0.00% 1.20% 8.25%
Bonds
0.00% 0.00% 16.44% 11.65%

Stock Sector Breakdown

Weighting Return Low Return High FDEGX % Rank
Technology
31.34% 0.00% 59.48% 42.07%
Healthcare
19.91% 0.00% 39.13% 62.94%
Industrials
16.17% 0.00% 43.94% 23.46%
Consumer Cyclical
9.17% 0.00% 65.22% 84.95%
Consumer Defense
7.94% 0.00% 15.89% 4.85%
Financial Services
7.06% 0.00% 40.21% 33.50%
Communication Services
5.39% 0.00% 22.10% 47.09%
Real Estate
2.47% 0.00% 14.36% 51.62%
Basic Materials
0.55% 0.00% 17.56% 64.56%
Utilities
0.00% 0.00% 5.37% 31.39%
Energy
0.00% 0.00% 60.50% 43.04%

Stock Geographic Breakdown

Weighting Return Low Return High FDEGX % Rank
US
97.74% 23.51% 139.77% 13.92%
Non US
0.49% 0.00% 31.43% 90.29%

FDEGX - Expenses

Operational Fees

FDEGX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.56% 0.05% 27.43% 93.72%
Management Fee 0.35% 0.00% 1.50% 4.04%
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee N/A 0.01% 0.40% N/A

Sales Fees

FDEGX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 2.50% 5.75% N/A
Deferred Load N/A 1.00% 5.50% N/A

Trading Fees

FDEGX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.20% 2.00% 68.97%

Related Fees

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.

FDEGX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 66.00% 1.00% 457.00% 67.77%

FDEGX - Distributions

Dividend Yield Analysis

FDEGX Category Low Category High FDEGX % Rank
Dividend Yield 0.00% 0.00% 32.35% 13.39%

Dividend Distribution Analysis

FDEGX Category Low Category High Category Mod
Dividend Distribution Frequency Annually Annually Annually Annually

Net Income Ratio Analysis

FDEGX Category Low Category High FDEGX % Rank
Net Income Ratio 0.67% -2.48% 1.52% 5.92%

Capital Gain Distribution Analysis

FDEGX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Annually Annually

Dividend Payout History

View More +

FDEGX - Fund Manager Analysis

Managers

Jean Park


Start Date

Tenure

Tenure Rank

Aug 16, 2013

7.21

7.2%

Jean Park is portfolio manager and research analyst since joining Fidelity Investments in 2006. Prior to joining Fidelity Investments in 2006 as a research analyst, Ms. Park was an analyst and associate in the high-yield bond group of Goldman Sachs Asset Management.

Tenure Analysis

Category Low Category High Category Average Category Mode
0.06 34.72 8.21 0.67
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