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Fidelity Series Growth Company Fund FCGSX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | FCGSX | Replication |
|---|---|---|
| Annualized growth | 18.2% | 13.9% |
| Annualized volatility | 22.3% | 21.0% |
| Sharpe ratio | 0.86 | 0.72 |
| Maximum drawdown | 39.3% | 33.7% |
| Replication fit (R²) | 0.96 · Tracking error 4.3% | |
Replication portfolio
The published portfolio below is the investable basket used to model FCGSX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VUG | Style · Growth | 62.6% |
| XLK | Sector · Technology | 17.2% |
| MTUM | Factor · Momentum | 7.5% |
| VBK | Small-Cap · Growth | 6.8% |
| IWC | Micro Cap | 6.0% |