EPGAX Mutual Fund

EPGAX Mutual Fund (Fidelity Advisor Equity Growth Fund Class A) is managed by Fidelity Investments (US) with $3.19B in net assets. EPGAX expense ratio is 0.91%, holding 153 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 1996-09-03.

EPGAX performance shows a YTD return of 6.57%. The 1-year return is 12.56% and the 5-year return is 11.49%. EPGAX dividend yield stands at 0.58%, paid annually.

EPGAX top holdings include Nvidia Corp. (12.9%), Microsoft Corp (7.4%), Alphabet Inc Common Stock USD 0.001 (6.6%), Apple, Inc (5.5%), Meta Platforms, Inc. (4.5%). Go to all EPGAX holdings, EPGAX sectors, or EPGAX dividends.

EPGAX can be compared against other funds. Use EPGAX overlap to find shared positions, or EPGAX vs another fund for a side-by-side view. EPGAX alternatives are available via the screener, along with tax-loss harvesting opportunities.