Fidelity Funds - American Growth Fund Y-DIST-USDRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 15.7 | 22.8 | -2.2 | 6.0 | 5.2 | |
+/-Cat | -0.4 | 3.3 | 10.0 | -7.4 | 0.7 | |
+/-B’mrk | - | -3.5 | 7.5 | -12.6 | -1.8 | |
Category: US Flex-Cap Equity | ||||||
Category Benchmark: Morningstar US Market Ext N... |
Key Stats | ||
NAV 02/05/2024 | USD 31.32 | |
Day Change | 0.67% | |
Morningstar Category™ | US Flex-Cap Equity | |
ISIN | LU0949332265 | |
Fund Size (Mil) 31/03/2024 | USD 910.21 | |
Share Class Size (Mil) 02/05/2024 | USD 23.12 | |
Max Initial Charge | - | |
Ongoing Charge 02/02/2024 | 1.05% |
Investment Objective: Fidelity Funds - American Growth Fund Y-DIST-USD |
The fund aims to achieve capital growth over the long term. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Aditya Khowala 21/12/2012 | ||
Anee Das 01/06/2022 | ||
Inception Date 09/10/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 NR USD | Morningstar US Market Ext NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity Funds - American Growth Fund Y-DIST-USD | 31/03/2024 |
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Top 5 Holdings | Sector | % |
RenaissanceRe Holdings Ltd | Financial Services | 3.48 |
Schlumberger Ltd | Energy | 3.19 |
AstraZeneca PLC | Healthcare | 3.10 |
NVIDIA Corp | Technology | 3.10 |
Boston Scientific Corp | Healthcare | 3.02 |
Increase Decrease New since last portfolio | ||
Fidelity Funds - American Growth Fund Y-DIST-USD |