Fund Research and Analysis

by Robby Greengold
Veteran leadership, a consistent investment process, strong analytical resources, and reasonable fees earn Fidelity Growth & Income a Morningstar Analyst Rating of Bronze.Longtime manager Matt Fruhan aims to outpace the S&P 500 by generating benchmark-beating   Read more 

Process Pillar:Positive

This fund's disciplined and consistent approach earns it a Positive Process rating.Benchmarked against the S&P 500, manager Matt Fruhan aims to generate index-beating returns by building a portfolio   Read more 

Performance Pillar:Neutral

A respectable but not remarkable record earns the fund a Neutral Performance Pillar rating.Since Matt Fruhan took the helm in February 2011 through January 2018, the fund's 13.2% annualized total return   Read more 

People Pillar:Positive

Manager Matt Fruhan has led this charge since early 2011. He's currently at the helm of other well-known Fidelity funds, including Silver-rated Fidelity Large Cap Stock (since 2005) and Fidelity Mega Cap Stock FGRTX (since 2009). Those strategies follow   Read more 

Price Pillar:Positive

Competitive fees earn the fund a Positive Price rating. The no-load Portfolio share class, which holds the bulk of assets, is priced below average relative to similarly sold funds--its 0.63% expense   Read more 

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