FGRIX Rating, Research - Fidelity Growth & Income

Fidelity Growth & Income (fgrix)

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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 = 277

Threats + Weaknesses = 166

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

Fund Management Team

Fund Description Update

Fidelity Growth & Income (FGRIX) Description: FGRIX is a mutual fund, which is an investment that owns a basket of assets. The FGRIX 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 short management tenure and is in the large fund size classification. FGRIXs minimum initial investment amount is $2500 while the IRA minimum is $2500. FGRIXs expense ratio is roughly 1%. The latest FGRIXs front end load was 0% and the back end load was 0%. The Fidelity Growth & Income (FGRIX) mutual fund falls under the large-cap mixed category. FGRIX focuses its investments in USA and FGRIX is not affiliated with a particular industry or fund sector. The Fidelity Growth & Income (FGRIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FGRIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FGRIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks high total return through a combination of current income and capital appreciation. The fund normally invests a majority of assets in common stocks (see stock research) with a focus on those that pay current dividends and show potential for capital appreciation. It may also invest assets in bonds, including lower-quality debt securities, as well as stocks (see stock research) that are not currently paying dividends, but offer prospects for future income or capital appreciation. The fund may invest the funds assets in securities of foreign issuers in addition to securities of domestic issuers.

Management Analysis Update

Performance Analysis Update