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Fidelity Series Growth Company Fund: (MF: FCGSX)
(NASDAQ Mutual Funds) As of Jul 25, 2024 08:00 PM ET
$23.58 USD
-0.21 (-0.88%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 26.34 | 1 |
| 3 months | 9.13 | 2 |
| 6 months | 26.34 | 1 |
| 1 Year | 39.04 | 1 |
| 3 Year | 10.13 | 9 |
| 5 Year | 24.58 | 1 |
| 10 Year | 19.58 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 39.04 |
| 5 Year | 24.58 |
| 10 Year | 19.58 |
| Since Inception | 19.42 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 15.76 | 9.13 | NA | NA |
| 2023 | 15.10 | 15.20 | -3.83 | 14.43 |
| 2022 | -10.87 | -24.46 | -2.32 | 3.19 |
| 2021 | 2.81 | 12.98 | -0.11 | 6.88 |
| 2020 | -11.54 | 41.52 | 17.95 | 14.95 |
| 2019 | 19.67 | 2.48 | -0.98 | 15.08 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 26.34 | 45.93 | -32.14 | 24.01 | 69.74 | 39.76 | -3.79 | 37.49 | 6.06 | 7.95 | 14.09 |
| % Total Return Rel to Index | 11.04 | 19.68 | -13.94 | -4.66 | 51.34 | 8.27 | 0.60 | 15.70 | -5.87 | 6.56 | 0.45 |
| % Total Return Rel to Peer | 15.68 | 22.93 | -12.44 | 1.96 | 49.82 | 11.33 | 3.06 | 16.82 | -1.75 | 9.55 | 5.89 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 3.00 | 1.00 | 1.00 | 2.00 | 1.00 | 4.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.10 | 0.08 | 0.11 | 0.15 | 0.12 | 0.15 | 0.08 | 0.01 | 0.03 | 0.08 |
| % Yield | 0.00 | 0.49 | 0.59 | 0.41 | 0.50 | 0.64 | 0.92 | 0.45 | 0.10 | 0.24 | 0.72 |
| Capital Gains ($) | 0.00 | 0.51 | 0.00 | 7.76 | 7.13 | 1.84 | 1.71 | 1.66 | 0.31 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.12 | 1.12 | 1.12 | 1.12 | 1.12 | 0.01 | 0.37 | 0.74 | 0.79 | 0.74 |
* 1 = Top 20%, 5 = Bottom 20%