EPGAX Rating, Research - Fidelity Advisor Equity Growth A

Fidelity Advisor Equity Growth A (epgax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 255

Threats + Weaknesses = 139

When strengths & opportunities substantially exceed threats & weaknesses an investment in the epgax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Fidelity Advisor Equity Growth A (EPGAX) Description: EPGAX is a mutual fund, which is an investment that owns a basket of assets. The EPGAX mutual fund was provided by Fidelity and this investment vehicle derives the majority of its value from equity holdings (stocks). Fidelitys mutual fund has a medium management tenure and is in the large fund size classification. EPGAXs minimum initial investment amount is $2500 while the IRA minimum is $500. EPGAXs expense ratio is roughly 1%. The latest EPGAXs front end load was 6% and the back end load was 0%. The Fidelity Advisor Equity Growth A (EPGAX) mutual fund falls under the large-cap growth category. EPGAX focuses its investments in USA and EPGAX is not affiliated with a particular industry or fund sector. The Fidelity Advisor Equity Growth A (EPGAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find EPGAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of EPGAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund mainly invests in common stocks (see stock research) of "growth companies" whose earnings and stock prices are expected to increase at a faster rate than the overall market. These may be newer companies or established companies of any capitalization range that the portfolio manager believes may appreciate in value over the long term. It also invests in securities of U.S. issuers but may also invest in foreign securities.

Management Analysis Update

Performance Analysis Update