FGJEX Mutual Fund

FGJEX Mutual Fund (Fidelity Growth & Income Portfolio Class Z) is managed by Fidelity Investments (US). FGJEX expense ratio is 0.46%, holding 178 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2025-03-20.

FGJEX performance shows a YTD return of 11.38%. The 1-year return is 19.84% and the 5-year return is 14.47%. FGJEX dividend yield stands at 7.30%, paid quarterly.

FGJEX top holdings include Microsoft Corp (4.8%), Wells Fargo & Co. (4.7%), Nvidia Corp (4.3%), General Electric Co. (4.2%), Fidelity Cash Central Fund (4.0%). Go to all FGJEX holdings, FGJEX sectors, or FGJEX dividends.

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