Fidelity Series Growth Fund Quote
| FGLGX Fund | USD 22.93 0.01 0.04% |
PerformanceVery Weak
| Odds Of DistressLow
|
Fidelity Series is trading at 22.93 as of the 22nd of March 2025; that is 0.04 percent increase since the beginning of the trading day. The fund's open price was 22.92. Fidelity Series has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of assets in common stocks of companies with large market capitalizations . It invests in domestic and foreign issuers. The fund invests in either growth stocks or value stocks or both. More on Fidelity Series Growth
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Blend Funds, Large Blend, Fidelity Investments, Large Value, Large Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 29th of August 2022 |
| Fiscal Year End | June |
Fidelity Series Growth [FGLGX] is traded in USA and was established 22nd of March 2025. Fidelity Series is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Fidelity Investments family. This fund currently has accumulated 15.42 B in assets under management (AUM) with no minimum investment requirementsFidelity Series Growth is currently producing year-to-date (YTD) return of 2.88% with the current yeild of 0.01%, while the total return for the last 3 years was 15.26%.
Check Fidelity Series Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Series Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Series Growth Mutual Fund Constituents
| JPM | JPMorgan Chase Co | Stock | Financials | |
| COP | ConocoPhillips | Stock | Energy | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| WFC | Wells Fargo | Stock | Financials | |
| UPS | United Parcel Service | Stock | Industrials | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology |
Fidelity Series Top Holders
| FDGLX | Fidelity Advisor Freedom | Mutual Fund | Target-Date 2030 | |
| FFFGX | Fidelity Freedom 2045 | Mutual Fund | Target-Date 2045 | |
| FIJKX | Fidelity Advisor Freedom | Mutual Fund | Target-Date 2015 | |
| FNSBX | Fidelity Freedom 2050 | Mutual Fund | Target-Date 2050 | |
| FZTKX | Fidelity Freedom 2050 | Mutual Fund | Target-Date 2050 | |
| FATWX | Fidelity Advisor Freedom | Mutual Fund | Target-Date 2025 | |
| FFBSX | Fidelity Freedom Blend | Mutual Fund | Target-Date 2065+ | |
| FAXDX | Fidelity Advisor Freedom | Mutual Fund | Target-Date 2065+ |
Fidelity Series Growth Risk Profiles
| Mean Deviation | 0.8371 | |||
| Standard Deviation | 1.09 | |||
| Variance | 1.19 | |||
| Risk Adjusted Performance | (0.02) |
Fidelity Series Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Series financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Series security.
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