FIFNX : Fidelity® Founders Fund

FIFNX is a US Stocks Market Large Growth with MODERATE fees.

FIFNX

Fidelity® Founders Fund

FI Score

27 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

8 /10

Market Size

1 /10

27% FI Score
  • fifnx
  • Mutual Fund
  • US Stocks
  • Large Growth

Fidelity® Founders Fund

Expenses: 1.00% (Better than 1% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why »

Fund Summary

The investment seeks capital appreciation. The fund normally invests primarily in equity securities of founder-involved companies. Founder-involved companies are those for which, at the time of the fund's initial purchase, a founder is a member of the senior management team or the company's board of directors. The fund uses quantitative analysis to evaluate growth potential, valuation, liquidity, and investment risk, along with fundamental analysis of factors such as each issuer's financial condition, its industry position, and market and economic conditions to select investments.

Largest Holdings

Amount Holding
7.53% Microsoft Corp
7.02% Amazon.com Inc
4.08% Alphabet Inc Class C
3.55% Barrick Gold Corp
3.22% Salesforce.com Inc
3.15% Adobe Inc
3.06% Danaher Corp
2.85% Facebook Inc A
2.57% Vertex Pharmaceuticals Inc
2.54% UnitedHealth Group Inc
2.42% Masimo Corp
2.21% Crown Castle International Corp
2.16% Alibaba Group Holding Ltd ADR
1.93% NVIDIA Corp
1.72% Netflix Inc
1.54% Pinduoduo Inc ADR
1.50% VeriSign Inc
1.48% Regeneron Pharmaceuticals Inc
1.37% DocuSign Inc
1.22% Morningstar Inc
1.16% RingCentral Inc Class A
1.13% Intuit Inc
1.11% Penumbra Inc
1.09% argenx SE ADR
1.05% GoDaddy Inc A

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo