Fidelity Mega Cap Fund Quote
| FGRTX Fund | USD 26.92 0.19 0.71% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Fidelity Mega is trading at 26.92 as of the 31st of January 2025; that is 0.71 percent increase since the beginning of the trading day. The fund's open price was 26.73. Fidelity Mega has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 1st of January 2025 and ending today, the 31st of January 2025. Click here to learn more.
The fund invests at least 80 percent of its assets in common stocks of companies with mega market capitalizations . 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 issuers financial condition and industry position, as well as market and economic conditions, to select investments.. More on Fidelity Mega Cap
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Blend Funds, Large Blend, Fidelity Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 29th of August 2022 |
| Fiscal Year End | June |
Fidelity Mega Cap [FGRTX] is traded in USA and was established 31st of January 2025. Fidelity Mega 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 1.71 B in assets under management (AUM) with no minimum investment requirementsFidelity Mega Cap is currently producing year-to-date (YTD) return of 5.69% with the current yeild of 0.01%, while the total return for the last 3 years was 16.02%.
Check Fidelity Mega 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 Mega Cap 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 Mega Cap Mutual Fund Constituents
| CSCO | Cisco Systems | Stock | Information Technology | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| WFC | Wells Fargo | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| UPS | United Parcel Service | Stock | Industrials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
Fidelity Mega Cap Risk Profiles
| Mean Deviation | 0.5669 | |||
| Semi Deviation | 0.7079 | |||
| Standard Deviation | 0.8084 | |||
| Variance | 0.6535 |
Fidelity Mega Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Mega 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 Mega security.
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