Fidelity® Mega Cap Stock
(FGRTX)
US Markets Closed
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16.05
+0.11
+0.69%
:

Previous Close

15.94

Net Assets

3.04B

Yield

1.20%

Front load

None

Expenses

0.68%

Category

Large Blend

Morningstar Risk

Average

Morningstar Rating ★★★★★
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Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • FGRTX

  • Category

    • 2013

    • 33.23%

    • -

    • 2012

    • 19.42%

    • -

    • 2011

    • 2.34%

    • -

    • 2010

    • 14.41%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 9.42%

      • 14.75%

      • 5.11%

      • Q2

      • 4.53%

      • -4.14%

      • -0.67%

      • Q3

      • 5.53%

      • 8.33%

      • -13.12%

      • Q4

      • 10.38%

      • 0.21%

      • 12.83%

      Composition
      Sector Weightings
      Equity Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Apple Inc

        • 4.90

        • 1,936,707

        • 124,300

        • JPMorgan Chase & Co

        • 4.25

        • 2,897,100

        • 231,100

        • Microsoft Corp

        • 3.61

        • 3,225,400

        • 234,700

        • General Electric Co

        • 3.13

        • 4,884,700

        • 367,900

        • Citigroup Inc

        • 2.51

        • 1,972,870

        • 149,500

        • Chevron Corp

        • 2.47

        • 773,000

        • 57,300

        • Comcast Corp Class A

        • 2.47

        • 1,830,800

        • 122,400

        • Bank of America Corporation

        • 2.40

        • 6,057,800

        • 612,200

        • Verizon Communications Inc

        • 2.36

        • 1,922,325

        • 136,700

        • Target Corp

        • 2.09

        • 1,413,400

        • 148,100

        • Name

        • Rating

        • YTD Return %

          • Hartford Disciplined Equity R5

          • ★★★★★
          • 8.69

          • Columbia Large Core Quantitative R

          • ★★★★★
          • 8.61

          • Columbia Large Core Quantitative R5

          • ★★★★★
          • 9.20

          • Columbia Large Core Quantitative W

          • ★★★★★
          • 8.79

          • JPMorgan Disciplined Equity Sel

          • ★★★★★
          • 9.38

          • SEI Large Cap Diversified Alpha A (SIIT)

          • ★★★★★
          • 7.29

          • Vanguard Struct Large-Cap Eq InstlPlus

          • ★★★★★
          • 9.79

          • Johnson Enhanced Return

          • ★★★★★
          • 9.16

          • MassMutual Select Focused Value A LW

          • ★★★★★
          • 3.69

          • MFS® Blended Research® Core Equity A LW

          • ★★★★★
          • 6.69

          • Name

          • FGRTX

          • Category

            • Expense Ratio

            • 0.68%

            • 1.09%

            • Net Assets

            • 3.04B

            • 1.04B

            • Dividend Yield

            • 2.51%

            • 2.38

            • Price/Book

            • 2.14

            • 2.51

            • Price/Sales

            • 1.89

            • 1.86

            • Price/Cash Flow

            • 4.91

            • 5.67

            Profile

            Name of Issuer

            Fidelity Investments

            Fund Style

            Open

            Fund Manager

            Matthew Fruhan

            Investment Style

            Large Blend

            The investment seeks high total return through a combination of current income and capital appreciation. The fund invests at least 80% of its assets in common stocks of companies with mega market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell Top 200® Index or the S&P 100® Index). It invests in domestic and foreign issuers and in either "growth" stocks or "value" stocks or both. 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.

            Purchase Information

            Initial Purchase 2,500
            Initial Purchase: IRA 500
            Initial Purchase: AIP 2,500
            Front load None
            Back Load None

            Inception

            12/28/1998