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FGRTX Mutual Fund Price & Analysis

The fund invests at least 80% of its assets in common stocks of companies with mega market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell Top 200® Index or the S&P 100® Index). It invests in domestic and foreign issuers and invests in either growth stocks or value stocks or both. The adviser uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
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FGRTX Mutual Fund Chart & Stats

FGRTX Mutual Fund Smart Score

7
Neutral
1
2
3
4
5
6
7
8
9
10

Analyst Consensus

Moderate Buy
Average Price Target:
30.03 (― Downside)

Crowd Wisdom

Positive
Last 7 Days ▼ 1.2%
Last 30 Days ▲ 2.3%
Learn more about TipRanks Smart Score
For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Microsoft
7.44%
Wells Fargo & Company
6.17%
Nvidia Corporation
5.96%
USD_CASH
Fidelity Revere Street Trust
5.91%
Ge Aerospace
4.81%
Exxon Mobil Corp.
4.46%
Apple Inc
3.85%
Boeing Company
3.62%
Meta Platforms, Inc.
3.55%
Bank of America
3.12%
Total48.89%

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