Mutual Funds - Profile

Fidelity Growth Discovery Fund

US > Large-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in mega-and large-size companies in the United States.

The investment process begins by identifying undervalued stocks with the potential for price-to-earnings expansion. The process is designed to highlight companies exhibiting above-average earnings growth potential.

Next, the research team uses quantitative techniques to identify companies with earnings growth, proven track records and who are leaders in their respective industry.

The team evaluates the business model of companies as well as their financial health, competitive position in the industry they operate in, and macroeconomic factors.

The fund avoids securities More

Price

  • Last Close
  • $53.89
    +0.01
  • 52 Week HL
  • $57.27 - $41.12
  • Net Assets
  • $3451.42 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Jun 30, 2021

Top 10 Holdings
Jun 30, 2021

Company Holding
Microsoft Corporation
Alphabet Inc
Amazon Com
Apple Inc
UnitedHealth Group
Company Holding
NVIDIA Corporation
Facebook Inc
Adobe Inc
QUALCOMM Incorporated
Tencent Holdings
Total 0%

Manager

  • Name
  • Jason Weiner
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
4.2 % YTD

  • 3 Year
  • 57.04%
  • 5 Year
  • 132.35%
  • Best
  • 36.47%
    2013
  • Worst
  • -46.72%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
FDSVX 16%37%35%-3%28%5%4%11%31%13%1%
S&P 500 16%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 2.9% -13.4% 16.3% 3.5% 12.1% -4.3% 4.7% 4% 8.3% 16.4% -
Q2 10.3% 31.4% 3.3% 8.7% 7.3% 1.2% 0.8% 4.5% 4% -6.1% -
Q3 -2.8% 7.7% -4.9% 7% 6.5% 5.6% -6.5% 1.1% 11.6% 6.2% -
Q4 - 6.3% 9.8% -15.6% 4.9% -1.6% 8.6% 1.4% 8.1% -2.9% -

Returns +
M

J F M A M J J A S O N D
2021 0.9% 1.5% 0.5% 6.1% -0.3% 4.3% 1.8% -4.9% 0.5% -5.6% - -
2020 2.5% -5.3% -10.8% 14.9% 6.6% 7.3% 7% 4.7% -3.9% -1.6% 10% -1.8%

Annual Return

Index Comparison

Alpha

NAV