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Fidelity Mega Cap Stock Fund: (MF: FGRTX)
(NASDAQ Mutual Funds) As of May 31, 2024 08:00 PM ET
$24.02 USD
+0.23 (0.97%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.45 | 2 |
| 3 months | 7.80 | 2 |
| 6 months | 23.48 | 7 |
| 1 Year | 24.88 | 8 |
| 3 Year | 10.67 | 1 |
| 5 Year | 14.95 | 1 |
| 10 Year | 12.21 | 5 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 97.58 |
| Bear Market (10/07 - 2/09) | -53.20 |
| Bull Market (2/09 - 3/21) | 875.98 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 30.96 |
| 5 Year | 16.42 |
| 10 Year | 12.46 |
| Since Inception | 7.80 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.60 | NA | NA | NA |
| 2023 | 7.81 | 7.46 | -0.94 | 10.24 |
| 2022 | 0.41 | -15.62 | -5.79 | 14.07 |
| 2021 | 11.91 | 7.37 | -1.60 | 6.77 |
| 2020 | -22.95 | 17.49 | 4.98 | 18.92 |
| 2019 | 12.50 | 3.35 | 0.95 | 11.76 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.45 | 26.51 | -8.94 | 26.25 | 13.01 | 31.20 | -7.24 | 17.77 | 13.63 | -1.43 | 11.65 |
| % Total Return Rel to Index | 3.40 | 0.26 | 9.25 | -2.42 | -5.38 | -0.28 | -2.85 | -4.02 | 1.69 | -2.82 | -1.98 |
| % Total Return Rel to Peer | 5.02 | 11.23 | 1.84 | 1.91 | 4.81 | 5.56 | 0.31 | 0.36 | 2.31 | 1.78 | 2.76 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 3.00 | 3.00 | 2.00 | 1.00 | 3.00 | 3.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.22 | 0.22 | 0.34 | 0.28 | 0.31 | 0.30 | 0.27 | 0.25 | 0.24 | 0.20 |
| % Yield | 0.00 | 0.98 | 1.23 | 1.61 | 1.55 | 1.71 | 1.76 | 1.30 | 1.39 | 1.44 | 1.15 |
| Capital Gains ($) | 0.00 | 0.21 | 0.52 | 0.59 | 1.01 | 1.71 | 2.63 | 2.56 | 0.08 | 0.40 | 0.47 |
| Expense Ratio | 0.00 | 0.62 | 0.61 | 0.63 | 0.64 | 0.65 | 0.68 | 0.68 | 0.68 | 0.67 | 0.68 |
* 1 = Top 20%, 5 = Bottom 20%