| 33.85 Net Asset Value | -1.25% 1 Day | +13.21% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 0.93% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | -1.10% | 3 years | +13.90% | |
| 3 months | +5.48% | 5 years | +7.58% | |
| 1 year | +27.15% | Since inception | +10.52% |
| FDGFX | Category | |
|---|---|---|
| Performance 5-yr return | +7.58% | +4.80% |
| Expense ratio | 0.93% | 1.18% |
| Risk 5 year sharpe ratio | 0.36 | 0.30 |
| Net assets | $8.0B | $2.7B |
| Average market cap | $20.6B | $59.2B |
| Average P/E | 17.8 | 16.2 |
| Portfolio turnover | 63% | 63% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Fidelity Investments |
| Fund manager & tenure | Lawrence Rakers / 4 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $2,500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 16.28% |
| Financial service | 15.65% |
| Energy | 11.99% |
| Consumer goods | 10.71% |
| Hardware | 10.14% |
| AAPL Apple Inc | 2.25% |
| WFC Wells Fargo & Co | 1.62% |
| GOOG Google, Inc. Class A | 1.60% |
| C Citigroup Inc | 1.48% |
| PG Procter & Gamble Co | 1.45% |
| JNJ Johnson & Johnson | 1.36% |
| BRKB Berkshire Hathaway Inc Class B | 1.24% |
| PM Philip Morris International, Inc. | 1.24% |
| KO Coca-Cola Co | 1.23% |
| MRK Merck & Co Inc | 1.23% |
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