FGJEX Mutual Fund

FGJEX Mutual Fund (Fidelity Growth & Income Portfolio Class Z) is managed by Fidelity Investments (US). FGJEX expense ratio is 0.44%, holding 175 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2025-03-20.

FGJEX performance shows a YTD return of 8.24%. The 1-year return is 13.67% and the 5-year return is 14.47%. FGJEX dividend yield stands at 1.46%, paid quarterly.

FGJEX top holdings include Microsoft Corp (6.0%), Nvidia Corp (4.8%), Wells Fargo & Co. (4.7%), General Electric Co. (3.9%), Exxonmobil Corp. (3.9%). Go to all FGJEX holdings, FGJEX sectors, or FGJEX dividends.

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