Fidelity Funds - American Growth Fund A-DIST-USD

Equity fund

1 year

Region

USA

Largest region

Medium

Risk

Cost

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Investerer i aksjer i USA, først og fremst små og mellomstore foretak.

Investment horizon

  • Fidelity Funds - American Growth Fund A-DIST-USD is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.

Characteristics

  • Minimum amount
  • Sharpe 3 years
  • Price/NAV

    05 Jun 2025

  • Start date
    29 Jun 1997
  • ISIN
    LU0077335932

Risk

  • Medium (4 of 7)

Morningstar rating

  • The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.

Sustainability

Costs

  • Ongoing costs

    Includes management fees of 1,50 %

  • Platform fee
  • Kickback fee
  • Annual running costs
  • Performance-based fee
  • Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.

Allocation

  • Stocks 94%
    Interest 6%

Portfolio

Shows the fund's largest investments.

  • Alphabet Inc Class A
    6.3%
  • Amazon.com Inc
    4.9%
  • UnitedHealth Group Inc
    3.0%
  • RenaissanceRe Holdings Ltd
    2.9%
  • Ingredion Inc
    2.8%
  • Meta Platforms Inc Class A
    2.8%
  • Ares Management Corp Ordinary Shares - Class A
    2.7%
  • Everest Group Ltd
    2.7%
  • Microsoft Corp
    2.5%
  • Service Corp International
    2.5%