Fidelity Growth Company K6 Fund Performance Metrics and Comparison

The Fidelity Growth Company K6 fund has consistently delivered strong performance over the years.

With a 1-year return of 24.56%, this fund has outpaced the S&P 500's 1-year return of 16.11%.

The fund's 3-year annualized return of 17.42% is also impressive, beating the S&P 500's 3-year annualized return of 13.59%.

The Fidelity Growth Company K6 fund has a relatively low expense ratio of 0.02%, making it a cost-effective option for investors.

The Fidelity Growth Company K6 fund is a type of index fund that invests in a mix of large-cap and mid-cap stocks.

It's designed to track the performance of the Russell 3000 Growth Index, which includes about 3,000 of the largest US growth stocks.

The fund has a net expense ratio of 0.03%, which is relatively low compared to other index funds.

This low expense ratio means that more of your money will go towards investments rather than fees.

The fund is actively managed, with a team of experienced investment professionals who make regular adjustments to the portfolio to ensure it stays aligned with the index.

However, it's worth noting that the fund's performance has been relatively stable over the years, with a standard deviation of 11.4% since its inception in 2017.

The Fidelity Growth Company K6 fund comes with some fees and expenses you should be aware of. The sales fees for this fund are minimal, with a front load fee of 0% of the assets under management (AUM).

The front load fee is actually not applicable, as it's listed as N/A in the fund's information. A deferred load fee is also not applicable, as it's listed as N/A, but if it were, it would range from 1.00% to 5.00% of the AUM.

Here's a breakdown of the sales fees:

Operating fees can be a significant chunk of your expenses. Most investment accounts have some kind of operating fee, which can range from 0.05% to 1% of your investment balance per year.

Some operating fees are transparent, while others are hidden in the fine print. For example, a fund's expense ratio might be 0.75%, but the management fee could be a separate 0.25%.

It's essential to review your account statements regularly to catch any unexpected fees. This can help you avoid surprises down the line.

Some investment platforms charge a flat operating fee, while others charge a percentage of your investment balance. It's crucial to understand how your platform operates before investing.

Sales fees can eat into your investment returns, so it's essential to understand what they are and how they work. FSKGX, for example, has no front-load fees, but it does have a deferred load fee of 1% to 5% of assets under management.

The deferred load fee is lower than the category return low, which is 3% to 5.75%. This means that investors can save money by choosing FSKGX over other funds in its category.

Here's a breakdown of FSKGX's sales fees:

By understanding these fees, you can make informed decisions about your investments and avoid unnecessary expenses.

Trading fees can eat into your investment returns, so it's essential to understand what you're paying. The FSKGX fund has no maximum redemption fee, which is a relief.

If you're considering investing in FSKGX, you should know that the trading fees are a percentage of the fund's assets under management (AUM). This means that the fees will fluctuate based on the fund's size.

The category return for FSKGX ranges from 1.00% to 2.00%, which is relatively low. This is a good sign, as it indicates that the fund is likely to have lower costs.

Here's a breakdown of the trading fees for FSKGX:

Keep in mind that these fees are subject to change, so it's always a good idea to check the fund's documentation for the most up-to-date information.

The Fidelity Growth Company K6 Fund, or FGKFX, is a solid investment option for those looking to grow their wealth over the long term.

FGKFX has a strong risk-adjusted performance record, as shown in the comparison with Vanguard Growth ETF (VUG). This means that the fund's returns are closely tied to its level of risk, making it easier to compare with other investment options.

In terms of returns, FGKFX has performed well in the past year, with a 30.8% return ranking it 13.91% in its category. The fund's 3-year and 5-year annualized returns are also impressive, coming in at 18.3% and 21.3%, respectively.

However, it's worth noting that FGKFX's performance can be volatile, with a 3-year annualized return of 18.3% and a 5-year annualized return of 21.3%, indicating some level of risk involved.

Here's a comparison of FGKFX's returns with its category's low and high returns:

FGKFX's returns have been consistently strong over the past few years, with a 5-year annualized return of 13.1% and a 10-year return not available due to the fund's relatively short history.

FGKFX's performance is closely tied to its category's performance, with a 1-year return of 32.6% and a 3-year annualized return of 14.5%. The fund's 5-year return is also notable, coming in at 13.1%.

The Fidelity Growth Company K6 fund has a diverse portfolio with a range of holdings.

The top 10 holdings in the fund are dominated by large-cap companies.

MONOLITHIC POWER SYS INC is the largest holding, making up 3.04% of the fund.

Fidelity Securities Lending Cash Central Fund is the second-largest holding, accounting for 2.90% of the fund.

The fund's holdings are well-diversified, with no single company making up more than 3.04% of the portfolio.

Here are the top 10 holdings in the fund, ranked by percentage:

The Fidelity Growth Company K6 fund has a history of distributing dividends and capital gains to its investors. The fund's distribution history is a crucial aspect to consider when evaluating its performance.

According to the fund's distribution history, the most recent distributions were made on December 26, 2024. On this date, the fund distributed a total of $1.134 in dividends and capital gains.

The fund's distribution history shows a mix of ordinary dividends and capital gains. In 2024, the fund distributed $1.058 in ordinary dividends and $0.076 in capital gains. The capital gains were split between short-term and long-term gains, with $0.028 in short-term gains and $0.048 in long-term gains.

Here's a breakdown of the fund's distributions in 2024:

The fund's distribution history also shows that it has been distributing dividends on an annual basis. In 2023, the fund distributed $0.156 in capital gains and $0.048 in ordinary dividends.

The fund manager of Fidelity Growth Company K6 Fund is assessed based on three key pillars: Process, People, and Parent.

The Process Pillar evaluates how sensible, clearly defined, and repeatable the fund's performance objective and investment process is.

The Fidelity Growth Company K6 Fund's management team has a high-quality team that delivers superior performance relative to their benchmarks and/or peers.

Here's a breakdown of the three pillars that make up the overall rating of the fund manager:

The FSKGX Fund Manager is a crucial aspect of the fund's overall performance. They are responsible for making key investment decisions and overseeing the fund's portfolio construction.

The Process Pillar is where the Fund Manager's approach to security selection and portfolio construction is evaluated. This assessment helps determine how sensible, clearly defined, and repeatable the Fund Manager's process is.

The Fund Manager's team is evaluated based on their experience and ability, which is a key factor in determining the fund's performance. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

The Parent Pillar is our rating of the fund's parent organization's priorities and whether they're in line with investors' interests. This is an important consideration when evaluating the Fund Manager's ability to make decisions that benefit investors.

Here's a breakdown of the three pillars that evaluate the Fund Manager's performance:

FGKFX and VUG have different risk profiles, with FGKFX having a higher volatility of 6.93% compared to VUG at 5.01%. This indicates that FGKFX's price experiences larger fluctuations and is considered riskier than VUG based on this measure.

The risk-adjusted performance metrics for FGKFX and VUG show that these funds have different levels of risk. Fidelity Growth Company K6 Fund (FGKFX) and Vanguard Growth ETF (VUG) can be compared using risk-adjusted performance metrics, which assess returns in relation to risk.

Risk-adjusted performance metrics provide a more accurate comparison of investment options like FGKFX and VUG. This comparison is essential for investors to make informed decisions about their investments.

FGKFX's higher volatility is a key factor to consider when comparing it to VUG. A higher volatility means that FGKFX's price is more likely to fluctuate rapidly.