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Fidelity Mega Cap Stock Fund: (MF: FGRTX)

(NASDAQ Mutual Funds) As of Jun 12, 2026 05:35 PM ET

$33.96 USD

+0.10 (0.30%)

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

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 10.40 33
3 months 7.67 21
6 months 12.89 15
1 Year 32.93 8
3 Year 26.74 3
5 Year 16.31 1
10 Year 16.55 1

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 97.58
Bear Market (10/07 - 2/09) -53.19
Bull Market (2/09 - 3/21) 1,442.94

Load Adjusted Returns as of May 31, 2026

1 Year 26.88
5 Year 15.24
10 Year 15.51
Since Inception 8.54

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.11 NA NA NA
2025 -2.10 14.49 8.03 4.79
2024 11.60 5.39 4.52 2.44
2023 7.81 7.46 -0.94 10.23
2022 0.41 -15.62 -5.79 14.07
2021 11.91 7.37 -1.60 6.77

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.4026.8925.9526.51-8.9426.2513.0131.20-7.2417.7713.63
% Total Return Rel to Index 1.918.670.920.269.25-2.42-5.38-0.28-2.85-4.021.69
% Total Return Rel to Peer 1.0311.8310.1111.231.841.914.815.560.310.362.31
% Perf Quintile vs Peer* 2.001.001.001.003.003.002.001.003.003.003.00
% Dividends 0.000.260.260.220.220.340.280.310.300.270.25
% Yield 0.000.760.921.151.261.651.591.751.811.331.43
Capital Gains ($) 0.000.960.420.210.520.591.011.712.632.560.08
Expense Ratio 0.000.580.600.620.610.630.640.650.680.680.68

* 1 = Top 20%, 5 = Bottom 20%