FGRTX Mutual Fund

FGRTX Mutual Fund (Fidelity Mega Cap Stock Fund) is managed by Fidelity Investments (US) with $1.55B in net assets. FGRTX expense ratio is 0.58%, holding 128 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1998-12-28.

FGRTX performance shows a YTD return of 11.94%. The 1-year return is 22.93% and the 5-year return is 16.39%. FGRTX dividend yield stands at 3.47%, paid semi-annually.

FGRTX top holdings include Nvidia Corp. (8.7%), Microsoft Corp (5.6%), Boeing Co (4.5%), Apple, Inc (4.4%), Exxon Mobil Corp. (4.4%). Go to all FGRTX holdings, FGRTX sectors, or FGRTX dividends.

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