FGDEX Mutual Fund

FGDEX Mutual Fund (Fidelity Dividend Growth Fund Class M) is managed by Fidelity Investments (US). FGDEX expense ratio is 1.41%, holding 136 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2025-08-01.

FGDEX performance shows a YTD return of 32.57%. The 1-year return is 40.53% and the 5-year return is 14.77%. FGDEX dividend yield stands at 1.19%, paid quarterly.

FGDEX top holdings include Nvidia Corp (9.2%), Microsoft Corp (5.9%), Alphabet Inc (5.8%), Meta Platforms Inc (3.2%), Western Digital Corp. (2.9%). Go to all FGDEX holdings, FGDEX sectors, or FGDEX dividends.

FGDEX can be compared against other funds. Use FGDEX overlap to find shared positions, or FGDEX vs another fund for a side-by-side view. FGDEX alternatives are available via the screener, along with tax-loss harvesting opportunities.