Fidelity Advisor Small Cap Growth Fund - Class Z (FIDGX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
33.77
+0.30 (0.90%)
Aug 30, 2024, 8:01 PM EDT
26.81%
Fund Assets 7.48B
Expense Ratio 0.93%
Min. Investment $0.00
Turnover 75.00%
Dividend (ttm) n/a
Dividend Yield n/a
Dividend Growth n/a
Payout Frequency n/a
Ex-Dividend Date n/a
Previous Close 33.47
YTD Return 18.62%
1-Year Return 27.10%
5-Year Return 71.01%
52-Week Low 23.12
52-Week High 34.26
Beta (5Y) 1.09
Holdings 273
Inception Date Feb 9, 2017

About FIDGX

The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests at least 80% of its assets in securities of companies with small market capitalizations. The fund invests in companies that Fidelity Management & Research Company (FMR) believes have above-average growth potential (stocks of these companies are often called "growth" stocks). It invests in domestic and foreign issuers. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

Fund Family Fidelity
Category Small Growth
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol FIDGX
Index Russell 2000 Growth TR

Performance

FIDGX had a total return of 27.10% in the past year. Since the fund's inception, the average annual return has been 13.17%, including dividends.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol Provider Name Expense Ratio
FOCSX Fidelity Fidelity Small Cap Growth K6 Fund 0.60%
FCCGX Fidelity Fidelity Advisor Small Cap Growth Fund - Class C 2.08%
FECGX Fidelity Fidelity Small Cap Growth Index Fund 0.05%
FCAGX Fidelity Fidelity Advisor Small Cap Growth Fund Class A 1.32%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol Share Class Expense Ratio
FCIGX Fidelity Advisor Small Cap Growth Fund: Class I 1.07%
FCAGX Fidelity Advisor Small Cap Growth Fund: Class A 1.32%
FCTGX Fidelity Advisor Small Cap Growth Fund: Class M 1.58%
FCCGX Fidelity Advisor Small Cap Growth Fund: Class C 2.08%

Top 10 Holdings

13.02% of assets
Name Symbol Weight
Super Micro Computer, Inc. SMCI 1.86%
TransMedics Group, Inc. TMDX 1.48%
FTAI Aviation Ltd. FTAI 1.43%
Applied Industrial Technologies, Inc. AIT 1.39%
Wix.com Ltd. WIX 1.33%
MicroStrategy Incorporated MSTR 1.24%
Insight Enterprises, Inc. NSIT 1.19%
TD SYNNEX Corporation SNX 1.10%
Brinker International, Inc. EAT 1.06%
Nova Ltd. NVMI 0.93%
View More Holdings