FGDEX Mutual Fund

FGDEX Mutual Fund (Fidelity Dividend Growth Fund Class M) is managed by Fidelity Investments (US). FGDEX expense ratio is 1.41%, holding 129 positions across sectors including Information Technology, Consumer Staples, Materials. Inception date: 2025-08-01.

FGDEX performance shows a YTD return of 16.30%. The 1-year return is 27.44% and the 5-year return is 14.77%. FGDEX dividend yield stands at 6.11%, paid quarterly.

FGDEX top holdings include Microsoft Corp (3.6%), Boeing Co (2.6%), Apple, Inc (1.9%), GE Vernova Inc. CDR (CAD Hedged) (1.7%), British American Tobacco Plc Common Stock GBP 25 (1.2%). Go to all FGDEX holdings, FGDEX sectors, or FGDEX dividends.

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