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 0.87%, holding 136 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1993-04-27.

FDGFX performance shows a YTD return of 17.03%. The 1-year return is 24.24% and the 5-year return is 15.72%. FDGFX dividend yield stands at 1.62%, paid quarterly.

FDGFX top holdings include Nvidia Corp (9.2%), Microsoft Corp (5.9%), Alphabet Inc (5.8%), Meta Platforms Inc (3.2%), Western Digital Corp. (2.9%). 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.