FDGFX Mutual Fund

FDGFX Mutual Fund (Fidelity Dividend Growth Fund) is managed by Fidelity Investments (US) with $5.88B in net assets. FDGFX expense ratio is 0.88%, holding 129 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1993-04-27.

FDGFX performance shows a YTD return of 16.67%. The 1-year return is 28.14% and the 5-year return is 15.38%. FDGFX dividend yield stands at 8.34%, paid quarterly.

FDGFX top holdings include Nvidia Corp. (8.8%), Alphabet Inc Cap Stk Cl A (6.8%), Microsoft Corp 4.100 Feb 06 37 (3.1%), Meta Platform Inc (2.7%), Broadcom Inc (2.7%). Go to all FDGFX holdings, FDGFX sectors, or FDGFX dividends.

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