Back to top

Image: Bigstock

Brief Study of Fidelity Dividend Growth Fund (FDGFX)

Read MoreHide Full Article

Fidelity Dividend Growth Fund (FDGFX - Free Report) seeks long-term capital appreciation and is a large blend fund. FDGFX normally invests at least 80% of assets in Equity securities. The fund offers dividends twice a year in September and December and capital gains in September and December. 

This Large Cap Growth producthas a history of positive total returns for over 10 years.  Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 7.6% and 5 year 12.3%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.  

The Fidelity Dividend Growth Fund, as of the last filing, allocates their fund in top two major groups; Large Growth and Large Value. Further, as of the last filing, Apple Inc, Alphabet Inc and Microsoft Corp were the top holdings for FDGFX.

This Zacks Rank #2 (Buy) was incepted in April 1993 and is managed by Fidelity. FDGFX carries an expense ratio of 0.52% and requires a minimal initial investment of $2,500.

Want key mutual fund info delivered straight to your inbox?

Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>


See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


Fidelity Dividend Growth (FDGFX) - free report >>