About EPGAX
Fidelity Advisor Equity Growth Fund Class A is an actively managed mutual fund focused on capital appreciation through investments in equity securities. The fund typically allocates at least 80% of its assets to common stocks, targeting companies that Fidelity believes possess above-average growth potential. Its strategy centers on identifying and investing in growth-oriented firms, primarily within large-cap sectors such as technology, consumer cyclical, healthcare, and financial services. Notably, the fund’s portfolio often holds significant positions in leading innovators like Amazon, NVIDIA, Microsoft, and Apple, reflecting its emphasis on dynamic, market-driving enterprises.
Classified within the large growth category by Morningstar, this fund provides investors access to a diversified selection of high-growth U.S. equities. With a substantial asset base exceeding $10 billion and a turnover rate around 52%, the fund is designed for investors seeking exposure to companies with robust growth trajectories. Its benchmark is the Russell 3000 Growth Index, situating it alongside other major growth-focused mutual funds in the marketplace. The fund has a longstanding track record, with its inception dating back to 1983, and is managed by veteran portfolio managers who apply a disciplined, research-driven approach to equity selection.
Fund Family Fidelity
Category Large Growth
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol EPGAX
Share Class Class A
Index Russell 3000 Growth TR
EPGAX had a total return of 49.97% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.52%.
