AMONX vs FDGRX

Both AMONX and FDGRX are mutual funds. AMONX has a lower 5-year return than FDGRX (19.29% vs 30.55%). AMONX has a lower expense ratio than FDGRX (0.65% vs 0.83%). Below is the comparison between AMONX and FDGRX.

AMONX FDGRX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family AQR Funds Fidelity Investments
Net Assets $58.40M $48.79B
Expense Ratio 0.65% 0.83%
Management Style active active
Dividend Yield 0.41% 0.00%
Minimum Investment $1,000,000.00 N/A
YTD Return 22.61% 21.02%
1-Year Return 8.13% 3.41%
3-Year Return 21.63% 35.19%
5-Year Return 19.29% 30.55%
10-Year Return 16.19% 22.66%

AMONX description

The Fund seeks long-term capital appreciation. The Fund will invest primarily in equity or equity-related securities of large and mid-sized companies traded on a principal U.S. exchange or over-the-counter that the Adviser determines to have positive momentum.

AMONX performance & returns

YTD Return 22.61%
1-Month Return 5.25%
3-Month Return 8.13%
1-Year Return 8.13%
3-Year Return 21.63%
5-Year Return 19.29%
10-Year Return 16.19%
AMONX expense ratio is 0.65%.

AMONX holdings

Top 10 Holdings (37.19% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 7.10%
Amazon.com Inc AMZN 6.39%
Microsoft Corp MSFT 6.16%
Alphabet Inc A GOOGL 3.97%
Facebook Inc A FB 3.20%
Ubs Money Ser N/A 2.85%
E-mini S&P 500 Future Dec 20 ESZ0 2.38%
Tesla Inc TSLA 2.11%
NVIDIA Corp NVDA 1.65%
Johnson & Johnson JNJ 1.38%

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FDGRX description

The Fund seeks capital appreciation. Fidelity normally invests the Fund's assets primarily in common stocks. Fidelity invests the Fund's assets in companies Fidelity believes have above-average growth potential. Growth may be measured by factors such as earnings or revenue.

FDGRX performance & returns

YTD Return 21.02%
1-Month Return 1.25%
3-Month Return 3.41%
1-Year Return 3.41%
3-Year Return 35.19%
5-Year Return 30.55%
10-Year Return 22.66%
FDGRX expense ratio is 0.83%.

FDGRX holdings

Top 10 Holdings (44.98% of Total Assets)

Name Symbol % Assets
NVIDIA Corp NVDA 8.59%
Apple Inc AAPL 7.17%
Amazon.com Inc AMZN 7.02%
Microsoft Corp MSFT 4.41%
Lululemon Athletica Inc LULU 3.67%
Shopify Inc A SHOP.TO 3.66%
Salesforce.com Inc CRM 3.27%
Alphabet Inc A GOOGL 3.02%
Tesla Inc TSLA 2.15%
Wayfair Inc Class A W 2.02%

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