EPGCX Mutual Fund

EPGCX Mutual Fund (Fidelity Advisor Equity Growth Fund Class C) is managed by Fidelity Investments (US) with $218.9M in net assets. EPGCX expense ratio is 1.66%, holding 153 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 1997-11-03.

EPGCX performance shows a YTD return of 6.18%. The 1-year return is 12.06% and the 5-year return is 10.65%. EPGCX dividend yield stands at 0.83%, paid annually.

EPGCX 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 EPGCX holdings, EPGCX sectors, or EPGCX dividends.

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