Fidelity Series Growth Company Fund (FCGSX)
The fund normally invests primarily in common stocks. It invests in companies that Fidelity Management & Research Company (FMR) believes have above-average growth potential (stocks of these companies are often called "growth" stocks). The fund invests in domestic and foreign issuers. The advisor uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
Fund Info
| ISIN | US3162008318 |
|---|---|
| CUSIP | 316200831 |
| Issuer | Fidelity |
| Inception Date | Nov 7, 2013 |
| Category | Large Cap Growth Equities |
| Min. Investment | $0 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
FCGSX has an expense ratio of 0.00%, indicating no management fees are charged.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: FCGSX vs. FSPGX, FCGSX vs. FBGRX, FCGSX vs. FXAIX, FCGSX vs. QQQ, FCGSX vs. SPYV, FCGSX vs. IMCG, FCGSX vs. SCHD, FCGSX vs. DIVB, FCGSX vs. VYM, FCGSX vs. FSGGX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Series Growth Company Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Series Growth Company Fund had a return of 37.44% year-to-date (YTD) and 50.47% in the last 12 months. Over the past 10 years, Fidelity Series Growth Company Fund had an annualized return of 20.13%, outperforming the S&P 500 benchmark which had an annualized return of 11.39%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 37.44% | 25.45% |
| 1 month | 4.86% | 2.91% |
| 6 months | 18.04% | 14.05% |
| 1 year | 50.47% | 35.64% |
| 5 years (annualized) | 25.57% | 14.13% |
| 10 years (annualized) | 20.13% | 11.39% |
Monthly Returns
The table below presents the monthly returns of FCGSX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.13% | 9.31% | 2.69% | -4.48% | 7.57% | 6.22% | -1.87% | 1.45% | 1.92% | 0.76% | 37.44% | ||
| 2023 | 10.09% | -1.52% | 6.16% | 1.01% | 7.06% | 6.53% | 4.16% | -1.42% | -6.35% | -2.90% | 11.09% | 6.13% | 45.97% |
| 2022 | -11.07% | -3.25% | 3.59% | -14.07% | -3.71% | -8.70% | 11.43% | -2.94% | -9.69% | 7.08% | 5.01% | -8.23% | -32.15% |
| 2021 | 1.45% | 2.25% | -0.89% | 6.45% | -1.12% | 7.35% | 0.45% | 4.67% | -5.00% | 8.21% | 2.10% | -2.39% | 25.13% |
| 2020 | 2.99% | -4.38% | -10.18% | 18.92% | 10.39% | 7.81% | 8.06% | 12.79% | -3.21% | -2.75% | 13.73% | 4.09% | 70.01% |
| 2019 | 10.76% | 5.11% | 2.80% | 3.37% | -7.38% | 7.04% | 1.79% | -1.19% | -1.55% | 3.85% | 7.46% | 3.12% | 39.75% |
| 2018 | 10.22% | -1.86% | -2.39% | 0.06% | 5.63% | 0.22% | 1.51% | 7.63% | -0.54% | -12.17% | -0.79% | -9.37% | -4.03% |
| 2017 | 4.27% | 3.66% | 2.08% | 2.31% | 4.78% | 0.82% | 4.14% | 1.99% | 1.42% | 4.31% | 1.62% | 1.13% | 37.69% |
| 2016 | -10.39% | -1.21% | 6.83% | -0.33% | 3.53% | -2.30% | 7.07% | 0.00% | 1.82% | -3.06% | 3.77% | 1.42% | 6.06% |
| 2015 | -0.49% | 6.88% | -1.25% | 0.16% | 2.30% | -1.24% | 3.69% | -6.67% | -4.06% | 8.38% | 2.11% | -1.15% | 7.95% |
| 2014 | -0.09% | 6.53% | -3.82% | -2.77% | 3.23% | 3.50% | -2.76% | 5.76% | -2.16% | 3.98% | 2.55% | 0.21% | 14.33% |
| 2013 | 2.69% | 2.89% | 5.66% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FCGSX is 64, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Series Growth Company Fund (FCGSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Series Growth Company Fund provided a 0.38% dividend yield over the last twelve months, with an annual payout of $0.10 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.10 | $0.10 | $0.08 | $0.12 | $0.16 | $0.13 | $0.15 | $0.09 | $0.02 | $0.03 | $0.11 | $0.01 |
Dividend yield | 0.38% | 0.52% | 0.61% | 0.58% | 0.68% | 0.72% | 1.06% | 0.51% | 0.11% | 0.25% | 0.93% | 0.07% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Series Growth Company Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.03 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.11 |
| 2013 | $0.01 | $0.01 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Series Growth Company Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Fidelity Series Growth Company Fund was 38.77%, occurring on Oct 14, 2022. Recovery took 327 trading sessions.
The current Fidelity Series Growth Company Fund drawdown is 0.11%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.77% | Nov 22, 2021 | 226 | Oct 14, 2022 | 327 | Feb 5, 2024 | 553 |
| -31.7% | Feb 20, 2020 | 18 | Mar 16, 2020 | 44 | May 18, 2020 | 62 |
| -27.13% | Sep 4, 2018 | 78 | Dec 24, 2018 | 145 | Jul 24, 2019 | 223 |
| -20.15% | Jul 21, 2015 | 140 | Feb 8, 2016 | 125 | Aug 5, 2016 | 265 |
| -14.03% | Jul 11, 2024 | 20 | Aug 7, 2024 | 47 | Oct 14, 2024 | 67 |
Volatility
Volatility Chart
The current Fidelity Series Growth Company Fund volatility is 5.20%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.