FDEGX: Fidelity® Growth Strategies

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FDEGX Fidelity® Growth Strategies

  • Fund
  • FDEGX
  • Price as of: Dec 05, 2019
  • $50.40
    + $0.05 + 0.10%

Profile

FDEGX - Profile

Vitals

  • YTD Return 32.7%
  • 3 Yr Annualized Return 15.3%
  • 5 Yr Annualized Return 10.0%
  • Net Assets $3.1 B
  • Holdings in Top 10 25.4%

52 WEEK LOW AND HIGH

$50.40
$35.83
$51.23

Expenses

OPERATING RELATED FEES

  • Expense Ratio 0.59%

SALES FEES

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

BROKERAGE FEES

  • Turnover 43.00%

TRADING FEES

  • Max Redemption Fee 1.50%

Min Investment

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

Fund Classification


Distributions

  • YTD Total Return 32.6%
  • 3 Yr Annualized Total Return 15.3%
  • 5 Yr Annualized Total Return 10.0%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio 0.59%
DIVIDENDS
  • Dividend Yield 0.6%
  • 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 Fidelity Growth Strategies Fund (FDEGX) is a low-cost, actively managed fund that seeks to aggressively grow investor capital. The fund focuses on mid-cap stocks that managers believe have potential for accelerated earnings or revenue growth. While the emphasis is on mid-cap stocks, the fund can buy large- and small-cap stocks if opportunities arise.

FDEGX offers an interesting subcore position for investors looking to overweight mid-cap growth in their portfolios. The fund is managed by Fidelity.


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Categories

Fund Company Quick Screens

FDEGX - Fund Company Quick Screens


Performance

FDEGX - Performance

Return Ranking - Trailing

Period FDEGX Return Category Return Low Category Return High Rank in Category (%)
YTD 32.7% 2.8% 42.5% 28.90%
1 Yr 22.8% -37.3% 28.4% 8.41%
3 Yr 15.3%* -25.6% 43.0% 16.29%
5 Yr 10.0%* -30.2% 22.0% 15.53%
10 Yr 13.1%* -13.5% 19.8% 17.07%

* Annualized

Return Ranking - Calendar

Period FDEGX Return Category Return Low Category Return High Rank in Category (%)
2018 -7.7% -51.7% 102.3% 17.30%
2017 21.0% -21.1% 36.0% 25.72%
2016 2.1% -61.7% 40.3% 43.53%
2015 3.0% -54.0% 12.2% 1.94%
2014 13.3% -23.5% 17.9% 2.29%

Total Return Ranking - Trailing

Period FDEGX Return Category Return Low Category Return High Rank in Category (%)
YTD 32.6% 2.8% 42.9% 31.00%
1 Yr 22.8% -37.5% 33.1% 16.81%
3 Yr 15.3%* -16.4% 43.2% 29.73%
5 Yr 10.0%* -21.9% 22.1% 31.49%
10 Yr 13.1%* -8.2% 19.8% 30.62%

* Annualized

Total Return Ranking - Calendar

Period FDEGX Return Category Return Low Category Return High Rank in Category (%)
2018 -7.7% -51.7% 102.3% 37.34%
2017 21.5% -7.0% 39.4% 61.42%
2016 2.7% -61.7% 40.3% 61.40%
2015 3.0% -54.0% 12.2% 14.47%
2014 13.7% -23.5% 18.1% 2.98%

NAV & Total Return History


Holdings

FDEGX - Holdings

Concentration Analysis

FDEGX Category Low Category High FDEGX % Rank
Net Assets 3.1 B 726 K 34.3 B 21.31%
Number of Holdings 105 1 2562 19.76%
Net Assets in Top 10 749 M 175 K 5.97 B 22.34%
Weighting of Top 10 25.36% 5.5% 100.0% 47.25%

Top 10 Holdings

  1. Global Payments Inc 4.58%
  2. VeriSign Inc 3.01%
  3. Fiserv Inc 2.81%
  4. Dollar General Corp 2.62%
  5. ResMed Inc 2.49%
  6. Centene Corp 2.07%
  7. KLA Corp 2.00%
  8. AutoZone Inc 2.00%
  9. Lam Research Corp 1.96%
  10. SBA Communications Corp 1.82%

Asset Allocation

Weighting Return Low Return High FDEGX % Rank
Stocks
98.68% 85.46% 123.55% 28.35%
Cash
1.31% -29.87% 14.54% 70.79%
Preferred Stocks
0.00% 0.00% 1.49% 46.91%
Other
0.00% -11.86% 6.32% 50.17%
Convertible Bonds
0.00% 0.00% 0.09% 43.81%
Bonds
0.00% 0.00% 2.56% 44.67%

Stock Sector Breakdown

Weighting Return Low Return High FDEGX % Rank
Technology
31.00% 0.00% 55.28% 29.55%
Industrials
19.53% 0.00% 35.42% 30.93%
Healthcare
13.42% 0.00% 38.93% 72.16%
Consumer Cyclical
10.37% 2.71% 50.57% 87.97%
Financial Services
10.22% 0.00% 40.37% 23.02%
Consumer Defense
5.30% 0.00% 15.71% 26.46%
Real Estate
5.18% 0.00% 48.92% 31.44%
Communication Services
3.30% 0.00% 17.07% 33.33%
Basic Materials
0.37% 0.00% 17.78% 73.02%
Utilities
0.00% 0.00% 6.08% 56.87%
Energy
0.00% 0.00% 12.22% 80.93%

Stock Geographic Breakdown

Weighting Return Low Return High FDEGX % Rank
US
97.92% 80.04% 118.32% 11.00%
Non US
0.76% 0.00% 17.06% 85.22%

Expenses

FDEGX - Expenses

Operational Fees

FDEGX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.59% 0.00% 29.30% 97.20%
Management Fee 0.38% 0.00% 1.50% 2.75%
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee N/A 0.00% 0.72% 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% 5.00% N/A

Trading Fees

FDEGX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee 1.50% 0.05% 2.00% 69.49%

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 43.00% 1.24% 385.00% 43.52%

Distributions

FDEGX - Distributions

Dividend Yield Analysis

FDEGX Category Low Category High FDEGX % Rank
Dividend Yield 0.56% 0.00% 3.48% 2.75%

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 0.59% -2.55% 2.65% 4.20%

Capital Gain Distribution Analysis

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

Dividend Payout History

View More +

Fund Manager Analysis

FDEGX - Fund Manager Analysis

Managers

Jean Park


Start Date

Tenure

Tenure Rank

Aug 16, 2013

6.29

6.3%

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
0.0 32.93 8.03 2.75