FGRTX Rating, Research - Fidelity Mega Cap Stock

Fidelity Mega Cap Stock (fgrtx)

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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 = 230

Threats + Weaknesses = 126

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital, with current income as a secondary consideration. The fund normally invests up to 80% of assets in underlying funds which invest primarily in equity securities (see equity research) and approximately 20% of assets underlying funds which invest primarily in fixed-income securities. It is non-diversified.

Management Analysis Update

Fidelity Mega Cap Stock's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update