Fidelity® Dividend Growth Fund (FDGFX)

32.32
Net Asset Value
-0.65%
1 Day
-8.67%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.56%
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-3.81% 3 years+18.21%
3 months-2.47% 5 years+13.13%
1 year+10.31% Since inception+10.96%
Data through --

Peer Comparisonvs. Large blend

 FDGFXCategory
Performance 5-yr return+13.13%+14.10%
Expense ratio0.56%1.15%
Risk 5 year sharpe ratio0.881.03
Net assets$8.6B$3.5B
Average market cap$56.4B$97.7B
Average P/E17.418.0
Portfolio turnover99%99%

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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. stock86.59%
International stock9.97%
Cash2.75%
Other0.61%
Fixed income0.07%
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 Inc4.17%
XOM Exxon Mobil Corporation2.51%
JPM JPMorgan Chase & Co2.49%
MSFT Microsoft Corp2.45%
JNJ Johnson & Johnson2.27%
CVX Chevron Corp2.17%
VZ Verizon Communications Inc2.07%
WFC Wells Fargo & Co1.90%
ORCL Oracle Corporation1.67%
AMGN Amgen Inc1.67%

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