Fund Research and Analysis

by Andrew Daniels, CFA, CMA
Fidelity Growth & Income has many positive attributes, including a talented manager supported by a deep analyst team, a distinct process, and below-average fees. The fund earns a Morningstar Analyst Rating of Bronze. Leveraging Fidelity’s fundamental   Read more 

Process Pillar:Positive

This fund’s approach is established and consistent, earning it a Positive Process Pillar rating.Portfolio manager Matt Fruhan seeks a competitive total return while keeping earnings growth and dividend   Read more 

Performance Pillar:Neutral

This fund has slightly lagged its S&P 500 benchmark under its current manager. It earns a Neutral Performance Pillar rating.Since manager Matt Fruhan took control of this fund in February 2011, through   Read more 

People Pillar:Positive

Portfolio manager Matt Fruhan is experienced and talented, and he’s supported by a deep analyst team. This fund earns a Positive People Pillar rating.After graduating from Harvard University in 1995, Fruhan began his career at Fidelity as a high-yield   Read more 

Price Pillar:Positive

This fund charges below-average fees and earns a Positive Price Pillar rating.This fund’s Portfolio share class has a $2,500 minimum investment, holds 87% of assets, charges 0.64%, and earns a Morningstar   Read more 

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