FDGFX
Fidelity Dividend Growth Fund
1W: -2.3%
1M: +3.9%
3M: +6.8%
YTD: +13.0%
1Y: +33.2%
3Y: +101.4%
5Y: +102.0%
$48.73
-0.10 (-0.20%)
Weekly Expected Move ±1.7%
$48
$49
$50
$51
$51
Key Statistics
AUM$11.5B
Holdings128
Top 10 Wt37.3%
Volume0
Avg Volume0
Beta1.01
Portfolio Fundamentals
P/E14.6
P/B6.2
Div Yield8.17%
ROE48.6%
% Profitable86%
Inception1995-07-14
Sector Allocation
Technology
26.7%
Financial Services
16.8%
Communication Services
12.5%
Industrials
12.2%
Energy
7.9%
Healthcare
6.1%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVD.DE | 8.46% | $912.2M | 4,772,825 |
| 2 | ALPHABET INC | GOOGL.SW | 7.70% | $831.2M | 2,459,300 |
| 3 | MICROSOFT CORP | 4338.HK | 4.85% | $522.8M | 1,215,000 |
| 4 | META PLATFORMS INC | FB2A.DE | 3.71% | $400.0M | 558,300 |
| 5 | BOEING CO | BA.SW | 2.92% | $315.2M | 1,348,540 |
| 6 | Fidelity Revere Street Trust | — | 2.09% | $225.5M | 225,467,718 |
| 7 | GE VERNOVA INC | GEV | 2.04% | $219.9M | 302,733 |
| 8 | BROADCOM INC | 1YD.DE | 1.95% | $210.7M | 636,100 |
| 9 | WESTERN DIGITAL CORP | 0QZF.L | 1.95% | $210.1M | 839,800 |
| 10 | TAIWAN SEMICONDUCTOR MFG CO LTD | TSM | 1.85% | $199.1M | 602,280 |