Fidelity® Dividend Growth Fund (FDGFX)

35.53
Net Asset Value
+0.20%
1 Day
+0.40%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.64%
Expense Ratio
High
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.

Performance

1 month-0.22% 3 years+10.65%
3 months+1.14% 5 years+20.06%
1 year+23.69% Since inception+10.93%
Data through --

Peer Comparisonvs. Large blend

 FDGFXCategory
Performance 5-yr return+20.06%+20.02%
Expense ratio0.64%1.16%
Risk 5 year sharpe ratio1.211.32
Net assets$8.5B$3.2B
Average market cap$50.2B$97.6B
Average P/E17.318.0
Portfolio turnover69%69%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureRamona Persaud / 0 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

U.S. stock82.80%
International stock13.44%
Cash3.17%
Other0.40%
Fixed income0.20%
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
AAPL Apple Inc3.02%
XOM Exxon Mobil Corporation2.80%
MSFT Microsoft Corporation2.54%
GOOGL Google Inc Class A2.44%
WFC Wells Fargo & Co2.20%
JPM JPMorgan Chase & Co2.09%
CVX Chevron Corp2.08%
JNJ Johnson & Johnson2.06%
PG Procter & Gamble Co1.92%
CMCSA Comcast Corp Class A1.75%

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