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Fidelity® Dividend Growth Fund (FDGFX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund invests at least 80% of assets in equity securities. It invests primarily in common stocks. The fund invests primarily in companies that pay dividends or that Fidelity Management & Research Company (FMR) believes have the potential to pay dividends in the future. It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. It 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.


1 month+4.90% 3 years+9.52%
3 months+7.92% 5 years+13.81%
1 year+17.40% Since inception+10.72%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+13.81%+12.91%
Expense ratio0.52%0.98%
Risk 5 year sharpe ratio1.371.37
Net assets$7.6B$5.3B
Average market cap$66.9B$132.8B
Average P/E18.422.2
Portfolio turnover43%43%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureRamona Persaud / 3 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock89.66%
International stock6.34%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 16.28%
Financial service 15.65%
Energy 11.99%
Consumer goods 10.71%
Hardware 10.14%
Top 10 Holdings
Portfolio weighting
JPM JPMorgan Chase2.97%
WFC Wells Fargo2.69%
AAPL Apple2.60%
MSFT Microsoft2.54%
BAC Bank of America2.50%
JNJ Johnson & Johnson2.47%
XOM Exxon Mobil2.24%
CVX Chevron1.96%
AMGN Amgen1.68%
USB U.S. Bancorp1.53%