- What does FGRTX invest in?
- The Fidelity Mega Cap Stock Fund primarily allocates at least 80% of its capital to the common stocks of companies characterized by substantial market capitalizations. For this fund, such firms possess market values comparable to those included in the Russell Top 200® Index or the S&P 100® Index. The portfolio has the flexibility to invest in both U.S. and international issuers, and it may pursue opportunities in either growth-oriented or value-focused companies, or a blend of both styles. The adviser's security selection process is driven by fundamental analysis, meticulously evaluating elements like an issuer's financial strength, its competitive position within its industry, and the prevailing market and economic climate.
- What is the expense ratio of FGRTX?
- Fidelity Mega Cap Stock Fund (FGRTX) charges an expense ratio of 0.58%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is FGRTX?
- Fidelity Mega Cap Stock Fund (FGRTX) manages $7.01B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is FGRTX actively managed or an index fund?
- FGRTX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was FGRTX launched?
- Fidelity Mega Cap Stock Fund (FGRTX) launched in December 1998 and is managed by Fidelity.
- How has FGRTX performed?
- FGRTX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
