FTRIX Mutual Fund

FTRIX Mutual Fund (Fidelity Mega Cap Stock Fund Class I) is managed by Fidelity Investments (US) with $1.12B in net assets. FTRIX expense ratio is 0.59%, holding 128 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2008-02-05.

FTRIX performance shows a YTD return of 11.89%. The 1-year return is 22.86% and the 5-year return is 16.62%. FTRIX dividend yield stands at 3.55%, paid semi-annually.

FTRIX 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 FTRIX holdings, FTRIX sectors, or FTRIX dividends.

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