3 / 5 Stars
3 3 2 5 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#223 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.84 percent over the past year, 10.47 percent over the past three years, 22.37 percent over the past five years, and 6.04 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.3%|
|3 Years (Annualized)||10.5%|
|5 Years (Annualized)||22.4%|
|10 Years (Annualized)||6.0%|
The investment seeks capital appreciation. The fund invests at least 80% of assets in equity securities. It invests primarily in common stocks. The fund invests primarily in companies that pay dividends or that Fidelity Management & Research Company (FMR) believes have the potential to pay dividends in the future. It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. It 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.
Fees are Average compared to funds in the same category.
Fidelity Dividend Growth Fund has an expense ratio of 0.62 percent.
Risk is High compared to funds in the same category according to Morningstar.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 2 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2014-02-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 2 for one year, 2 for five years, and 3 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2014-02-12
The fund's Value Line Risk Rank, a measure of volatility, is 4 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2014-02-12
In the April 2010 edition of Morningstar's Fund Family Reports, Chris Davis says, "While many of his colleagues are under pressure to stay in one spot of the Morningstar Style Box, Rakers roams freely in search of attractive opportunities, resulting in a highly eclectic, all-cap portfolio."Morningstar 2010-06-02