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 122 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1998-12-28.

FGRTX performance shows a YTD return of 13.49%. The 1-year return is 22.27% and the 5-year return is 15.96%. FGRTX dividend yield stands at 4.39%, paid semi-annually.

FGRTX top holdings include Nvidia Corp (8.9%), Microsoft Corp (5.0%), Apple, Inc (4.7%), Boeing Co (4.6%), General Electric Co. (4.3%). 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.