Fidelity Dividend Growth Fund Quote
| FDGKX Fund | USD 39.87 0.37 0.94% |
Performance3 of 100
| Odds Of DistressLess than 21
|
Fidelity Dividend is trading at 39.87 as of the 18th of January 2025; that is 0.94 percent up since the beginning of the trading day. The fund's open price was 39.5. Fidelity Dividend has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. Click here to learn more.
The fund invests at least 80 percent of assets in equity securities. It invests primarily in common stocks. The fund invests primarily in companies that currently pay or have a historical record of paying dividends. It invests in domestic and foreign issuers. More on Fidelity Dividend Growth
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Blend Funds, Large Blend, Fidelity Investments, Large Blend, Large Value (View all Sectors) |
| Update Date | 31st of December 2024 |
Fidelity Dividend Growth [FDGKX] is traded in USA and was established 18th of January 2025. Fidelity Dividend is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Fidelity Investments family. This fund currently has accumulated 7.22 B in assets under management (AUM) with no minimum investment requirementsFidelity Dividend Growth is currently producing year-to-date (YTD) return of 1.05% with the current yeild of 0.01%, while the total return for the last 3 years was 11.36%.
Check Fidelity Dividend Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Dividend Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Dividend Growth Mutual Fund Constituents
| UNP | Union Pacific | Stock | Industrials | |
| AMGN | Amgen Inc | Stock | Health Care | |
| USB | US Bancorp | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| KNX | Knight Transportation | Stock | Industrials | |
| BAC | Bank of America | Stock | Financials | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| DIS | Walt Disney | Stock | Communication Services |
Fidelity Dividend Growth Risk Profiles
| Mean Deviation | 0.7135 | |||
| Semi Deviation | 0.9389 | |||
| Standard Deviation | 0.973 | |||
| Variance | 0.9467 |
Fidelity Dividend Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Dividend financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Dividend security.
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