The fund normally invests a majority of assets in common stocks with a focus on those that pay current dividends and show potential for capital appreciation. It potentially invests in bonds, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), as well as stocks that are not currently paying dividends, but offer prospects for future income or capital appreciation. The fund invests in domestic and foreign issuers.
Fidelity funds can be purchased directly through their website, typically with no transaction fee.
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Fidelity Growth & Income
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FGRIX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on FGRIX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Fidelity Growth & Income
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Pre-filled with FGRIX's historical average return
Important: This projection uses simplified assumptions based on FGRIX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
VFIAXVanguard 500 Index Fd Admiral S
FXAIXFidelity 500 Index Fund
FSMDXFidelity Mid Cap Index Fund
VINIXVanguard Institutional Index
FGRIX is the ticker symbol for Fidelity Growth & Income, a Large Blend mutual fund managed by Fidelity. The fund normally invests a majority of assets in common stocks with a focus on those that pay current dividends and show potential for capital appreciation. It potentially invests in bonds, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), as well as stocks that are not currently paying dividends, but offer prospects for future income or capital appreciation. The fund invests in domestic and foreign issuers.
FGRIX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
FGRIX has posted a 1-year return of +33.28%, 3-year return of +28.10%, 5-year return of +18.35%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
Whether FGRIX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, Large Blend category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.