Mutual Funds - Profile

Fidelity Growth Strategies Fund

US > Multi-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in companies across any size in the United States.

The investment process is designed to highlight companies in the benchmark index that exhibit the potential for accelerated earnings or revenue growth.

Then the research team looks to buy stocks of high-quality companies that exhibit persistent growth and generate positive free cash flow.

The team believes that these companies can outperform the market over time when purchased at reasonable prices.

Next, the research team is driven by fundamental analysis to focus on identifying discrepancies between a security’s fundamental More

Price

  • Last Close
  • $54.6
    +1.25
  • 52 Week HL
  • $76.31 - $53.35
  • Net Assets
  • $3420 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Jun 30, 2021

Top 10 Holdings
Jun 30, 2021

Company Holding
EPAM SYSTEMS
KLA CORP
RESMED INC
CHARLES RIVER
MSCI INC
Company Holding
METTLER-TOLEDO INTL
CADENCE DESIGN
IDEXX LABS
ENTEGRIS INC
TRADE DESK
Total 0%

Manager

  • Name
  • Jean Park
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
-17.2 % YTD

  • 3 Year
  • 5.85%
  • 5 Year
  • 30.1%
  • Best
  • 40.15%
    2009
  • Worst
  • -17.18%
    2022

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
FAGKX -12%25%37%34%-3%28%6%4%11%32%13%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -14.1% 0.3% -16.9% 16.4% 2.3% 8% -0.5% 6.6% 1.2% 11.9% -
Q2 - 10.9% 25.8% 6.3% 4.2% 2.3% 1% -0.2% 4.7% 4.7% -
Q3 - 9.5% 7.8% -1.1% 4.4% 3.2% 2.6% -7.1% -0.4% 7.2% -
Q4 - -4% 6.1% 5.3% -14.3% 6.1% -0.2% 4.5% 7.9% 9.8% -

Returns +
M

J F M A M J J A S O N D
2022 -17.2% - - - - - - - - - - -
2021 -2.2% 2.9% -0.4% 5.7% -1.4% 6.4% 4.2% 4.1% 0.9% -0.5% -0.4% -11.3%

Annual
Return

Index Comparison

Alpha

NAV