(FGRO) Fidelity Growth - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US3160923377 • Large Growth
FGRO: Large, Cap, Stocks, US, Technology, Healthcare
The Fidelity® Growth Opportunities ETF (BATS: FGRO) is a non-diversified exchange-traded fund designed to capture growth opportunities in the U.S. equity market. The fund primarily invests at least 80% of its assets in equity securities of large-capitalization companies, which are defined as those with market capitalizations similar to the Russell 1000® Index or the S&P 500® Index. This focus allows the fund to target established companies with significant growth potential. The ETF is actively managed, aiming to identify firms benefiting from innovation, secular trends, and competitive advantages.
As of the latest data, the fund has an average trading volume of 36,561 shares over the past 20 days, with a last price of $24.97. Its short-term moving averages (SMA 20 and SMA 50) are currently at $25.89 and $25.76, respectively, while its long-term SMA 200 stands at $24.20. The Average True Range (ATR) of 0.45 indicates moderate price volatility. The fund manages approximately $393.77 million in assets under management (AUM), reflecting its moderate scale in the ETF landscape.
3-Month Forecast (Technical Data): Based on current trend lines, the funds price is likely to test resistance at the SMA 50 ($25.76) and SMA 20 ($25.89) levels. A breakout above these levels could signal a bullish trend, potentially targeting $26.50-$27.00. Conversely, a pullback below the SMA 200 ($24.20) would indicate bearish momentum, with support levels at $23.50-$23.00. The ATR of 0.45 suggests controlled volatility during this period.
3-Month Forecast (Fundamental Data): The funds AUM of $393.77 million reflects a stable asset base. If market conditions favor large-cap growth stocks, the fund could experience inflows, supporting its price. However, macroeconomic factors such as interest rate changes or sector rotations may influence its performance. The funds non-diversified nature could amplify returns or losses depending on market movements.
Additional Sources for FGRO ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
FGRO ETF Overview
| Market Cap in USD | 349m |
| Category | Large Growth |
| TER | 0.38% |
| IPO / Inception | 2021-02-02 |
FGRO ETF Ratings
| Growth 5y | 32.0% |
| Fundamental | - |
| Dividend | 0.37% |
| Rel. Strength Industry | -4.07 |
| Analysts | - |
| Fair Price Momentum | 19.75 USD |
| Fair Price DCF | - |
FGRO Dividends
| Dividend Yield 12m | 0.03% |
| Yield on Cost 5y | 0.03% |
| Annual Growth 5y | -50.22% |
| Payout Consistency | 60.0% |
FGRO Growth Ratios
| Growth Correlation 3m | -32% |
| Growth Correlation 12m | 84.2% |
| Growth Correlation 5y | 40% |
| CAGR 5y | 2.67% |
| CAGR/Max DD 5y | 0.06 |
| Sharpe Ratio 12m | 1.11 |
| Alpha | -6.91 |
| Beta | 1.44 |
| Volatility | 31.85% |
| Current Volume | 152k |
| Average Volume 20d | 45.7k |
As of March 13, 2025, the stock is trading at USD 22.33 with a total of 152,041 shares traded.
Over the past week, the price has changed by -7.42%, over one month by -13.98%, over three months by -14.18% and over the past year by +2.57%.
Neither. Based on ValueRay Analyses, Fidelity Growth is currently (March 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 32.04 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of FGRO as of March 2025 is 19.75. This means that FGRO is currently overvalued and has a potential downside of -11.55%.
Fidelity Growth has no consensus analysts rating.
According to ValueRays Forecast Model, FGRO Fidelity Growth will be worth about 22.7 in March 2026. The stock is currently trading at 22.33. This means that the stock has a potential upside of +1.79%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 22.7 | 1.8% |