FGRTX : Fidelity® Mega Cap Stock Fund

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

FGRTX

Fidelity® Mega Cap Stock Fund

FI Score

60 /100

Expense Ratio Rating

7 /10

Expense Rating

4 /10

Market Score

6 /10

Category Score

10 /10

Market Size

6 /10

60% FI Score
  • fgrtx
  • Mutual Fund
  • US Stocks
  • Large Blend

Fidelity® Mega Cap Stock Fund

Expenses: 0.65% (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 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 invests in either "growth" stocks or "value" stocks or both. The adviser 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.

Largest Holdings

Amount Holding
8.31% Microsoft Corp
7.26% Apple Inc
4.98% General Electric Co
4.91% Exxon Mobil Corp
3.99% Bank of America Corp
3.57% Johnson & Johnson
3.29% Wells Fargo & Co
3.19% JPMorgan Chase & Co
2.84% Comcast Corp Class A
2.69% UnitedHealth Group Inc
2.58% Visa Inc Class A
2.38% Bristol-Myers Squibb Company
2.24% Bayer AG
2.08% Qualcomm Inc
1.99% United Parcel Service Inc Class B
1.96% Lowe's Companies Inc
1.94% Altria Group Inc
1.81% Verizon Communications Inc
1.68% RELX PLC
1.67% Cigna Corp
1.62% GlaxoSmithKline PLC ADR
1.60% Hess Corp
1.48% BHP Group Ltd ADR
1.40% Booking Holdings Inc
1.39% Boston Scientific Corp

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