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Fidelity Growth Discovery Fund Class K: (MF: FGDKX)

(NASDAQ Mutual Funds) As of Apr 18, 2024 08:00 PM ET

$59.72 USD

-0.52 (-0.86%)

Zacks MF Rank

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

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Latest Performance as of Mar 31, 2024

Total Return %* Percentile Rank Objective
YTD 15.83 3
3 months 15.82 3
6 months 31.40 7
1 Year 42.74 6
3 Year 12.46 5
5 Year 19.35 1
10 Year 15.96 1

* Annual for three years and beyond.

Zacks Premium Research for FGDKX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Buy 1
MF Research Report

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Portfolio Statistics

% Unrealized Gain 36.53
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 3/31/2024 535.92
% Turnover 3/31/2024 53.00

Risk

3 Year 5 Year 10 Year
Beta 1.06 1.01 1.01
Alpha 0.73 3.88 2.76
R Squared 0.91 0.91 0.88
Std. Dev. 19.36 19.49 16.36
Sharpe 0.59 0.98 1.00

Sector / Country Weightings

As of 3/31/2024 % of Portfolio
Technology 53.00
Health 7.38
Industrial Cyclical 7.16
Retail Trade 6.55
Finance 5.70
Services 5.23
Non-Durable 5.01
Other 4.28
Energy 3.47
Consumer Durables 2.00
Utilities 0.22

Portfolio Holdings

Top Equity Holdings
(As of 12/31/2023)
% of Portfolio Value (Mil$)
MICROSOFT CORP 14.06 596.73
NVIDIA CORP 6.53 277.43
AMAZON.COM INC 4.95 209.98
ALPHABET INC CLASS A 4.70 199.73
UBER TECHNOLOGIES INC 4.41 187.18
APPLE INC 4.39 186.27
TOTAL*MONEY MARKET 2.94 124.63
ELI LILLY & CO 2.23 94.73
BOSTON SCIENTIFIC CORP 2.15 91.26

Stock Holding % of Net Assets

As Of 12/31/2023
Total Issues 131
Avg. P/E 37.22
Avg. P/Book 5.22
Avg. EPS Growth 16.22
Avg. Market Value (Mil $) 640,258

Allocation

% of Portfolio
Large Growth 60.06
Large Value 0.00
Small Growth 0.67
Small Value 0.00
Foreign Stock 10.31
Emerging Market 15.46
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00