Fidelity Growth Income Fund Quote
| FGRIX Fund | USD 65.83 0.16 0.24% |
Performance8 of 100
| Odds Of DistressLess than 20
|
Fidelity Growth is trading at 65.83 as of the 29th of November 2024; that is 0.24% down since the beginning of the trading day. The fund's open price was 65.99. Fidelity Growth has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Fidelity Growth Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund normally invests a majority of assets in common stocks with a focus on those that pay current dividends and show potential for capital appreciation. It potentially invests in bonds, including lower-quality debt securities , as well as stocks that are not currently paying dividends, but offer prospects for future income or capital appreciation. More on Fidelity Growth Income
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Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Value Funds, Large Blend Funds, Large Blend, Fidelity Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of September 2022 |
| Fiscal Year End | July |
Fidelity Growth Income [FGRIX] is traded in USA and was established 29th of November 2024. Fidelity Growth 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 8.77 B in assets under management (AUM) with no minimum investment requirementsFidelity Growth Income is currently producing year-to-date (YTD) return of 26.89% with the current yeild of 0.01%, while the total return for the last 3 years was 13.18%.
Check Fidelity Growth 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 Growth Income 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 Growth Income Mutual Fund Constituents
| COP | ConocoPhillips | Stock | Energy | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| STT | State Street Corp | Stock | Financials | |
| 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 |
Fidelity Growth Income Risk Profiles
| Mean Deviation | 0.5321 | |||
| Semi Deviation | 0.7517 | |||
| Standard Deviation | 0.7795 | |||
| Variance | 0.6076 |
Fidelity Growth Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Growth 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 Growth security.
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