Fidelity Mega Cap Stock (FGRTX)
13.90
0.01(0.07%) May 24
| Prev Close: | 13.89 |
|---|
| YTD Return*: | 5.72% |
|---|
| Net Assets*: | 2.30B |
|---|
| Yield*: | 1.32% |
|---|
* As of 28-Feb-13
The broker you select will become the default broker for Trade Now
Quotes delayed, except where indicated otherwise. Currency in USD.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| JPM | 4.15 | 11.92 |
| AAPL | 4.13 | -18.61 |
| WFC | 3.26 | 4.27 |
| GE | 3.19 | 11.39 |
| CVX | 2.63 | 8.93 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 2.3B |
| Category: | Large Blend |
|---|
| Annual Report Expense Ratio (net): | 0.75% |
|---|
Performance & Risk
| YTD Return: | 5.72% |
| 5y Avg Return: | 4.91% |
| Rank in Category (ytd): | 77 |
| % Rank in Category (ytd): | 4.48% |
| Beta (3y): | 1.08 |
| Morningstar Risk Rating: | 4 |
Fund Summary
The investment seeks high total return through a combination of current income and capital appreciation.
The fund invests at least 80% of assets in common stocks of companies with mega market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell Top 200® Index or the S&P 100® Index). It invests in domestic and foreign issuers and in either "growth" stocks or "value" stocks or both. The fund 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.
View More