Fidelity Growth Company Fund Retail Class (FDGRX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.30: the stock has moved about 30% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerFidelity Growth Company Fund Retail Class (FDGRX) trades at $61.06. Fidelity Growth Company Fund Retail Class (FDGRX) is a large-cap growth fund that invests in both domestic and foreign companies with above-average growth potential. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for FDGRX: FDGRX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Fidelity Growth Company Fund Retail Class (FDGRX) Financial Services Profile
Fidelity Growth Company Fund Retail Class (FDGRX) is a financial services fund focusing on growth stocks with above-average potential in both domestic and foreign markets. With a market cap of $84.10 billion and a beta of 1.30, the fund utilizes fundamental analysis to identify investment opportunities.
What Is the Investment Thesis for FDGRX?
Fidelity Growth Company Fund Retail Class (FDGRX) presents a notable research candidate for investors seeking exposure to high-growth companies. The fund's strategy of investing in companies with above-average growth potential, coupled with its global investment mandate, positions it to capitalize on emerging trends and disruptive technologies. With a substantial market capitalization of $84.10 billion, FDGRX has the scale to invest in a diversified portfolio of growth stocks. The fund's beta of 1.30 indicates a higher level of volatility compared to the overall market. The fund's success hinges on the advisor's ability to accurately identify and select companies with sustainable growth prospects through fundamental analysis.
Based on FMP financials and quantitative analysis
FDGRX Key Highlights
The fund invests primarily in common stocks of companies with above-average growth potential.
- FDGRX has a market capitalization of $84.10 billion, reflecting its significant scale and influence in the market.
- The fund's beta of 1.30 indicates a higher level of volatility compared to the overall market.
- The fund invests in both domestic and foreign issuers, providing diversification across geographies.
- The fund's investment decisions are guided by fundamental analysis of factors such as financial condition and industry position.
Who Are FDGRX's Competitors?
FDGRX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| IAU iShares Gold Trust | $77.95 | -0.66% | $61.5B | — |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | $167.95 | +0.77% | $95.2B | — |
| SCHD Schwab U.S. Dividend Equity ETF | $32.72 | +0.18% | $93.6B | — |
| VEU Vanguard FTSE All-World ex-US ETF | $83.45 | +1.18% | $95.1B | — |
| VFWAX Vanguard FTSE All-World ex-US Index Fund Admiral Shares | $51.86 | +1.01% | $95.0B | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FDGRX's Key Strengths?
Strong brand reputation of Fidelity Investments.
- Large asset base providing economies of scale.
- Experienced investment team with a proven track record.
- Diversified portfolio across sectors and geographies.
What Are FDGRX's Weaknesses?
Higher expense ratio compared to some passive ETFs.
- Potential for underperformance during market downturns.
- Dependence on the investment skills of the portfolio manager.
- Beta of 1.30 indicates higher volatility than the market.
What Are the Key Risks for FDGRX?
Market corrections or economic recessions leading to decreased AUM.
- Increased competition from lower-cost passive investment options.
- Changes in investor sentiment towards growth stocks.
- Geopolitical risks impacting global investment returns.
- Rising interest rates impacting valuations of growth stocks.
What Are FDGRX's Competitive Advantages?
- Brand reputation: Fidelity Investments is a well-established and trusted brand in the asset management industry.
- Scale: FDGRX has a large asset base, providing economies of scale and diversification benefits.
- Investment expertise: The fund's investment team has extensive experience and a proven track record of success.
What Does FDGRX Do?
Fidelity Growth Company Fund Retail Class (FDGRX) is a financial services fund managed by Fidelity Investments, one of the world's largest asset managers. The fund's primary investment objective is to seek long-term capital appreciation by investing primarily in common stocks of companies that are believed to have above-average growth potential. These companies, often referred to as 'growth' stocks, are identified through rigorous fundamental analysis. The fund's investment strategy encompasses both domestic and foreign issuers, allowing it to tap into growth opportunities across global markets. The fund's investment decisions are guided by a comprehensive fundamental analysis of various factors, including each issuer's financial condition, industry position, market conditions, and overall economic environment. This approach enables the fund to identify companies with strong growth prospects and sustainable competitive advantages. FDGRX does not offer dividends.
What Products and Services Does FDGRX Offer?
- Invests primarily in common stocks of companies with above-average growth potential.
- Focuses on both domestic and foreign issuers.
- Utilizes fundamental analysis to select investments.
- Considers factors such as financial condition and industry position.
- Evaluates market and economic conditions.
- Aims for long-term capital appreciation.
How Does FDGRX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM growth is driven by investment performance and net inflows from investors.
- Expenses include investment research, portfolio management, and administrative costs.
What Industry Does FDGRX Operate In?
Fidelity Growth Company Fund Retail Class (FDGRX) operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The industry is influenced by macroeconomic factors, regulatory changes, and technological advancements. The rise of passive investing and the increasing demand for sustainable investment options are reshaping the competitive landscape. FDGRX competes with other growth-oriented mutual funds and ETFs, as well as with alternative investment strategies. The fund's success depends on its ability to deliver superior investment performance and adapt to changing market conditions.
Who Are FDGRX's Key Customers?
- Retail investors seeking long-term capital appreciation.
- Institutional investors looking for exposure to growth stocks.
- Financial advisors recommending investment solutions to their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
FDGRX Financials
Bull Case vs Bear Case
Bull Case
- Strong brand reputation of Fidelity Investments.
- Large asset base providing economies of scale.
- Experienced investment team with a proven track record.
- Diversified portfolio across sectors and geographies.
Bear Case
- Higher expense ratio compared to some passive ETFs.
- Potential for underperformance during market downturns.
- Dependence on the investment skills of the portfolio manager.
- Beta of 1.30 indicates higher volatility than the market.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
FDGRX Latest News
No recent news available for FDGRX.
FDGRX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for FDGRX.
Price Targets
Wall Street price target analysis for FDGRX.
FDGRX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for FDGRX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Fidelity Growth Company Fund Retail Class (FDGRX) — Financials
What are the main risks for FDGRX?
The main risks for Fidelity Growth Company Fund Retail Class (FDGRX) include market risk, which is the possibility of losses due to declines in the overall stock market.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and is subject to change.
- Investment decisions should be made based on individual circumstances and risk tolerance.