Morningstar

Fidelity Advisor Equity Growth Fund - Class A EPGAX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 26.13  /  +1.20 %
  • Total Assets 13.3B
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 69%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis EPGAX

Will EPGAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EPGAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EPGAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EPGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A seamless handoff, but with a twist.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Fidelity Equity Growth (which includes Fidelity Growth Discovery) has a new duo in charge, and they’ve refashioned the portfolio using their game plan.

by Todd Trubey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings EPGAX

More EPGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

14.61 2B
Technology

Alphabet Inc Class A

11.43 1B
Communication Services

Apple Inc

5.70 721M
Technology

Broadcom Inc

4.77 603M
Technology

Eli Lilly and Co

3.68 465M
Healthcare

Microsoft Corp

3.03 383M
Technology

Amazon.com Inc

2.78 351M
Consumer Cyclical

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.68 339M
Technology

Advanced Micro Devices Inc

2.59 327M
Technology

Mastercard Inc Class A

2.42 306M
Financial Services

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