Registry rank 285 · Portfolio as of 2026-05-31

Fidelity Series Growth Company Fund

FCGSX

Best-fit active share40.5%vs IWF · fund as of 2026-05-31 · proxy as of 2026-03-31
Declared-benchmark active shareNot filed yetNo mapped declared benchmark
FCGSX expense ratio0.00%SEC expense filing · as of 2026-01-31
FCGSX fee per active unit0.00%expense as of 2026-01-31; fund as of 2026-05-31; proxy as of 2026-03-31

Filed fees in dollars

Assumptions for each dollar figure: $100,000 starting amount · 5.0% annual return · annual compounding · fees deducted annually · 0.00% computed index-control baseline. Methodology.

Illustrated difference between each class’s filed expense ratio and the computed index-control baseline.
Share class and filing10 years20 years30 years
FCGSX0.00% · SEC expense filing · as of 2026-01-31$0$0$0

These figures are illustrations, not predictions or personalized advice. Returns and fees can differ. Read the research disclaimer.

Change the illustration

Assumptions for the dollar figures below: $100,000 starting amount; 5.0% annual return; 20 years; annual compounding; fees deducted annually; 0.00% computed index-control baseline. FCGSX SEC expense filing, as of 2026-01-31. Methodology.

Illustration for FCGSX; expense ratio filed as of 2026-01-31.
ResultAmount
Ending value at baseline$265,330
Ending value at filed expense ratio$265,330
Difference attributed to fee drag$0

This is an illustration, not a prediction or personalized advice. Returns and fees can differ. Read the research disclaimer.

Largest active differences vs IWF

The bars are labeled and repeated in the table; color is not the only signal. Linked company names open Buy Like Buffett’s company record; Sensible Investor does not score stocks.

HoldingFundIWFDifference
SANDISK CORP/DE4.05%0.00%+4.05%
APPLE INC.7.64%11.66%-4.01%
NVIDIA CORPORATION16.84%12.95%+3.90%
CIENA CORP3.84%0.00%+3.84%
MICROSOFT CORPORATION6.04%8.84%-2.80%
BROADCOM INC.2.33%4.80%-2.47%
TESLA, INC.1.65%3.55%-1.90%
SPACE EXPLORATION TECHNOLOGIES CORP1.76%0.00%+1.76%
EVERPURE, INC.1.48%0.06%+1.42%
ABBVIE INC.0.10%1.39%-1.29%

Source and verification

SEC N-PORT filing · filed 2026-07-24 · period 2026-05-31

SEC expense filing · period 2026-01-31

Immutable verification record · Active-share method