FGRIX : Fidelity® Growth & Income Portfolio

FGRIX is a US Stocks Market Large Blend with MODERATE fees.

FGRIX

Fidelity® Growth & Income Portfolio

FI Score

70 /100

Expense Ratio Rating

7 /10

Expense Rating

4 /10

Market Score

8 /10

Category Score

10 /10

Market Size

8 /10

70% FI Score
  • fgrix
  • Mutual Fund
  • US Stocks
  • Large Blend

Fidelity® Growth & Income Portfolio

Expenses: 0.61% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Fund Summary

The investment seeks high total return through a combination of current income and capital appreciation. The fund normally invests a majority of assets in common stocks with a focus on those that pay current dividends and show potential for capital appreciation. It potentially invests in bonds, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), as well as stocks that are not currently paying dividends, but offer prospects for future income or capital appreciation. The fund invests in domestic and foreign issuers.

Largest Holdings

Amount Holding
6.48% Microsoft Corp
4.33% General Electric Co
4.09% Exxon Mobil Corp
3.79% Comcast Corp Class A
3.60% Altria Group Inc
3.06% Apple Inc
2.90% Bristol-Myers Squibb Company
2.78% Wells Fargo & Co
2.76% Bank of America Corp
2.55% Johnson & Johnson
2.21% Qualcomm Inc
1.94% CVS Health Corp
1.91% GlaxoSmithKline PLC ADR
1.82% UnitedHealth Group Inc
1.71% Bayer AG
1.69% United Parcel Service Inc Class B
1.69% Cigna Corp
1.68% Visa Inc Class A
1.41% Northern Trust Corp
1.32% Verizon Communications Inc
1.30% SAP SE ADR
1.23% JPMorgan Chase & Co
1.23% Walmart Inc
1.22% State Street Corporation
1.22% McKesson Corp

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