Fidelity� Dividend Growth Fund

 (MUTF:FDGFX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.42%
   
1 week   +0.53%
   
4 week   +2.38%
   
3 month   +3.39%
   
YTD   +9.90%
   
1 year   +18.26%
   
3 years*   +19.67%
   
5 years*   +14.61%
   
*annualized
Best 3 month return+42.80%  
Worst 3 month return-38.82%  

Morningstar statistics

Morningstar category: Large Blend
  Return Risk Rating
3 years Average High
5 years Average High
10 years Average High
Overall Average High
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets8.78B 
Front load-  
Deferred load-  
Expense ratio0.64%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash3.14%  
Stocks96.35%  
Bonds0.19%  
Preferred0.32%  
Other0.00%  

Purchase information

Initial$2,500  
IRA Initial$500  
AIP Initial$2,500  
AIP Additional$200  
33.82-0.01(-0.03%)
Sep 19, 4:00PM EDT Overall Morningstar RatingTM

Description

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.
Fund filings (PDF) »
Asset manager:
Ramona Persaud (Started: Jan 1, 2014)
Advisor Company:
Fidelity Management & Research Company
Fund family reports on Morningstar »
Fidelity Investments, 483 Bay Street, Boston, MA 02109, USA
1-800-387-8092 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* 0.50 -6.19 -4.20 -1.61
Beta* 0.96 1.26 1.25 1.22
Mean annual return 1.88 1.54 1.37 0.77
R-squared* 95.15 94.15 94.74 93.68
Standard deviation 8.21 15.09 16.96 18.48
Sharpe ratio 2.74 1.22 0.97 0.41
* Against standard index

Top 10 holdings

Security Net Assets  
Apple Inc (AAPL) 3.98%  
Exxon Mobil Corporation (XOM) 2.63%  
JPMorgan Chase & Co (JPM) 2.47%  
Microsoft Corp (MSFT) 2.38%  
Johnson & Johnson (JNJ) 2.24%  
Chevron Corp (CVX) 2.22%  
Verizon Communications Inc (VZ) 2.14%  
Wells Fargo & Co (WFC) 2.11%  
Oracle Corporation (ORCL) 1.66%  
Amgen Inc (AMGN) 1.65%