Nasdaq - Delayed Quote
USD
Fidelity Mega Cap Stock (FGRTX)
33.33
-0.06
(-0.18%)
At close: 8:07:07 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 11.84% |
|---|---|
| 5y Average Return | 15.70% |
| Number of Years Up | 20 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Oct 29, 2026) | 33.23% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 33.23% |
| Worst 3Y Total Return | 7.48% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FGRTX
Category
- YTD
- 12.40%
- 5.31%
- 1-Month
- -0.96%
- -4.19%
- 3-Month
- 2.25%
- 3.90%
- 1-Year
- 17.77%
- 20.31%
- 3-Year
- 25.57%
- 6.48%
- 5-Year
- 17.17%
- 11.78%
- 10-Year
- 16.21%
- 10.96%
- Last Bull Market
- 33.77%
- 25.56%
- Last Bear Market
- -15.62%
- -15.11%
Annual Total Return (%) History
Year
FGRTX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-2.11% | 12.29% | 2.25% | -- |
|
2025
|
-2.11% | 14.50% | 8.02% | 4.78% |
|
2024
|
11.60% | 5.39% | 4.51% | 2.46% |
|
2023
|
7.81% | 7.46% | -0.95% | 10.24% |
|
2022
|
0.41% | -15.62% | -5.81% | 14.05% |
|
2021
|
11.92% | 7.38% | -1.61% | 6.78% |
|
2020
|
-22.95% | 17.49% | 4.97% | 18.88% |
|
2019
|
12.51% | 3.36% | 0.93% | 11.74% |
|
2018
|
-2.98% | 3.61% | 7.43% | -14.09% |
|
2017
|
4.14% | 2.54% | 4.26% | 5.79% |
Rank in Category (By Total Return)
| YTD | 41 |
| 1-Month | 55 |
|---|---|
| 3-Month | 37 |
| 1-Year | 13 |
| 3-Year | 4 |
| 5-Year | 1 |
Load Adjusted Returns
| 1-Year | 17.77% |
| 3-Year | 25.57% |
|---|---|
| 5-Year | 17.17% |
| 10-Year | 16.21% |
Performance & Risk
| YTD Return | 11.84% |
| 5y Average Return | 15.70% |
| Rank in Category (ytd) | 41 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.87 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Fidelity Investments |
| Net Assets | 7.26B |
| YTD Return | 12.40% |
| Yield | 0.72% |
| Morningstar Rating | |
| Inception Date | Feb 05, 2008 |
Fund Summary
The fund invests at least 80% of its assets in common stocks of companies with mega market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell Top 200® Index or the S&P 100® Index). It invests in domestic and foreign issuers and invests in either "growth" stocks or "value" stocks or both. The adviser 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.
