fspgx stock: Fidelity Large Cap Growth Overview

Fidelity Large Cap Growth Index Fund (FSPGX)

Note: This article covers the mutual fund commonly referenced as "fspgx stock" (ticker: FSPGX). It is written for clarity and reference; nothing here is individualized investment advice.

Quick lead

fspgx stock refers to the Fidelity Large Cap Growth Index Fund (ticker FSPGX). The fund is a Fidelity-managed index mutual fund that seeks investment results that correspond to the performance of the Russell 1000 Growth Index. Readers will learn the fund's objective, portfolio composition, fees, performance characteristics, trading/access mechanics, risks, and alternatives — plus pointers for finding the most current figures.

Infobox (at-a-glance facts)

Investment objective and strategy

The stated objective of fspgx stock (Fidelity Large Cap Growth Index Fund) is to seek investment results that correspond to the performance of the Russell 1000 Growth Index. The fund follows an indexing approach that aims to replicate the index composition and performance while minimizing tracking error and managing costs.

Typical indexing rules for the fund include:

• Allocating primarily to constituents of the Russell 1000 Growth Index (large-cap U.S. growth companies).
• Holding a representative sample or full replication of index components depending on liquidity and cost considerations.
• Managing sector and market-cap exposure to mirror the index within an allowable tracking error band.

In practice, Fidelity may use optimization, sampling, or full replication strategies (as detailed in the prospectus) to replicate the Russell 1000 Growth Index while balancing transaction costs and tax efficiency.

Fund details

Inception, legal & administrative details

The fund is part of the Fidelity family and is legally constituted as an open-end mutual fund. It trades under the ticker FSPGX. For authoritative legal identifiers (e.g., ISIN, CUSIP) and exact inception date, consult the fund's prospectus and the official Fidelity fund page.

As of the most recent public reports cited below, the fund operates under Fidelity's institutional and shareholder servicing structure with a fund administrator and custodian named in the prospectus.

Expense ratio and fees

fspgx stock is positioned as a low-cost index mutual fund. Industry sources and the fund prospectus report a net expense ratio that is competitive with large-cap growth index offerings from other asset managers. Exact net and gross expense ratios (including any shareholder servicing or distribution fees) should be verified on the fund's official fee schedule.

Investors should compare the net expense ratio to alternatives such as large-cap growth ETFs and other index mutual funds when assessing cost sensitivity. Even small differences in fee basis points compound over long holding periods.

Assets under management and size

Reported AUM for fspgx stock fluctuates with market movements and net flows. As with any fund, consult the official Fidelity fund page or major financial data providers for a timestamped AUM figure. (See References for sources where daily AUM and flows are published.)

Index tracked and benchmarking

fspgx stock tracks the Russell 1000 Growth Index, a widely used benchmark that selects large-cap U.S. equities exhibiting growth characteristics. The Russell 1000 Growth Index is constructed by segregating the Russell 1000 universe into growth and value segments using style factors (such as sales-to-price, earnings growth, and momentum) and then weighting constituents by market capitalization.

Tracking methodology notes:

• The fund measures performance and tracking error relative to the Russell 1000 Growth Index.
• Deviations can arise from sampling, cash buffer for redemptions, securities lending activity, and timing of corporate actions.
• Index reconstitutions and rebalance dates (published by the index provider) can temporarily increase turnover and tracking error.

Portfolio composition

Top holdings

As an index fund tied to the Russell 1000 Growth Index, the largest holdings in fspgx stock typically mirror the index's largest growth companies. Common top-weighted holdings (consistent across many large-cap growth indexes) include major technology and consumer-oriented firms. For the precise top 10 holdings and their weights, consult the fund's latest fact sheet or a major market data provider.

Sector allocation

Sector exposure in fspgx stock generally skews heavily toward information technology and consumer discretionary sectors, with sizable weights often in communication services and healthcare depending on index composition at the reporting date. Sector concentration reflects the Russell 1000 Growth Index's composition—growth-oriented sectors carry higher weights than value-oriented sectors.

Geographic and market-cap exposure

The fund provides predominantly U.S.-based large-cap growth exposure through holdings in the Russell 1000 Growth Index. Any international exposure would typically be through ADRs or multinational companies domiciled in the U.S.; small-cap or mid-cap exposure is limited because the index emphasizes large-cap constituents.

Performance

Historical returns

Historical returns for fspgx stock should be reviewed on an annualized basis (1-year, 3-year, 5-year, and since-inception). Financial data providers and the fund's fact sheet publish these series. Comparison points commonly used are:

• Fund annualized return vs. Russell 1000 Growth Index return (gross of fees).
• Peer group comparisons (other large-cap growth funds and ETFs).

As of the dates cited in References, consult the fund's daily performance tables for exact annualized return figures.

NAV and historical price data

FSPGX is an open-end mutual fund whose NAV is calculated at the close of each trading day. Historical NAV series, daily NAV ranges, and total return data are posted on Fidelity's site and major quote providers. Investors looking for intra-day trading characteristics should note that mutual funds do not trade intraday like ETFs; NAV is set after market close.

Risk-adjusted performance

Key risk metrics to evaluate fspgx stock include beta vs. the benchmark, standard deviation (volatility), Sharpe ratio, and tracking error relative to the Russell 1000 Growth Index. These metrics are calculated by third-party data providers and are useful to assess if the fund offers efficient exposure versus risks taken.

Dividends and distributions

The fund follows the distribution policy set out in its prospectus. Typical distribution features include:

• Dividend distributions from dividends received on portfolio securities.
• Possible capital gains distributions when realized gains are distributed.
• Tax treatment consistent with U.S. mutual funds: ordinary income vs. qualified dividends vs. long-term capital gains — detail varies per distribution and investor tax status.

For recent payout history, yield, and distribution dates, consult the fund's distribution history on Fidelity's website or major financial data platforms. Accurate, dated figures are included in the References.

Trading and investor access

fspgx stock (FSPGX) is a mutual fund and is purchased or redeemed at NAV through authorized channels rather than traded intraday on an exchange like an ETF. Key access notes:

• Investors can buy FSPGX directly through Fidelity brokerage accounts, retirement accounts, and other financial intermediaries that offer Fidelity funds.
• As of the cited reporting dates, many brokerages and investment platforms list FSPGX and publish NAV and transaction cut-off times.
• Where available, Bitget's investment services may provide account-level access or custody solutions for customers interested in traditional fund products; confirm availability with Bitget customer support or account representatives.
• Minimum initial investments depend on the share class and account type; consult the prospectus for exact minimums.

Important operational point: mutual fund orders placed during the trading day are executed based on the NAV calculated after market close; they do not receive an intra-day execution price.

Management and governance

Fidelity typically manages index funds through an internal index management team, sometimes supported by named portfolio managers and a governance structure described in the prospectus. Administrative roles (fund administrator, transfer agent, and custodian) are specified in fund documents.

Investors should review the prospectus for details on the management team, named managers (if any), investment committee oversight, and policies on proxy voting and stewardship.

Fees, taxes and investor considerations

• Fees: The net expense ratio is a primary cost; investors should confirm the most recent net expense ratio and any additional account or platform fees. Lower expense ratios favor long-term compounding.
• Taxes: Distributions (dividends and capital gains) can generate taxable events in taxable accounts. Holding FSPGX in retirement accounts defers tax events until withdrawal.
• Suitability: fspgx stock suits investors seeking a low-cost large-cap growth exposure as part of a diversified equity allocation. Consider concentration risk (growth/technology orientation) and time horizon before allocation.

All investors should consult tax or financial professionals for personal tax implications.

Comparative funds and alternatives

Investors commonly compare fspgx stock to other large-cap growth index funds and ETFs. Alternatives typically include funds/ETFs that track the Russell 1000 Growth Index, the S&P 500 Growth Index, or other large-cap growth benchmarks. When comparing, examine:

• Expense ratio and fee structure
• Tracking error to the chosen benchmark
• Liquidity and access (mutual fund vs. ETF structure)
• Holdings overlap and sector concentration

Examples of comparison points (by characteristic): low fees, tight tracking, and convenience (ETF intraday trading vs. mutual fund NAV execution).

Ratings, analyst commentary and reception

Third-party ratings (e.g., Morningstar) and commentary from market outlets evaluate fspgx stock on factors such as cost, tracking, and total-return performance. Analysts commonly note strengths like low-cost indexing and weaknesses such as sector concentration inherent in growth indexes.

As of the dates cited below, ratings and analyst commentary are available from sources including Morningstar, MarketWatch, TipRanks, and StockAnalysis.

Historical timeline and notable events

Key dates and events for the fund include launch/inception, any share-class changes, prospectus updates, and notable index methodology changes impacting the Russell 1000 Growth Index. For precise timeline items (with dates), consult archived prospectuses and official filings.

Risks and controversies

Primary risks associated with fspgx stock include:

• Market risk: large-cap growth equities can be volatile and sensitive to changes in interest rates, earnings trends, and sentiment.
• Concentration risk: growth indexes commonly concentrate in a handful of large-cap technology and consumer names.
• Tracking error risk: short-term deviations from the index due to sampling, fees, or cash holdings.

No material regulatory controversies specific to FSPGX are cited in major public sources as of the reporting dates below. For any regulatory notices or shareholder communications, consult the fund's official filings.

References

• As of January 27, 2026, according to the Fidelity fund page (official fund literature) — consult the prospectus and fund fact sheet for exact inception date, ISIN/CUSIP, net expense ratio, distribution policy, and up-to-date AUM (reported by fund sponsor).

• As of January 27, 2026, Yahoo Finance provides a quote and overview for FSPGX (ticker: FSPGX) including NAV history and performance snapshots.

• As of January 26, 2026, MarketWatch published an overview and fund snapshot covering performance and holdings for FSPGX.

• As of January 26, 2026, Morningstar and TipRanks offered ratings and third-party analytics on fund performance, risk metrics, and holding-level data.

• As of January 26, 2026, StockAnalysis and CNBC provided summary profiles and returns data for comparative analysis.

(For precise figures — AUM, expense ratio, top 10 holdings and weights, yield, and historical return figures — consult the sources named above using their fund pages and the fund prospectus. The fund sponsor publishes official daily NAV, distribution history, and regulatory filings.)

External links

• Fidelity (official fund page and prospectus)
• Yahoo Finance (FSPGX quote & overview)
• MarketWatch (fund overview)
• Morningstar (rating & analyst commentary)
• TipRanks / StockAnalysis (holdings & technicals)

See also

• Russell 1000 Growth Index
• List of Fidelity funds
• Index mutual funds (overview)
• Large-cap growth ETFs and mutual funds (for comparison)

How to verify live data and next steps

To confirm current figures for fspgx stock (AUM, net expense ratio, top holdings and weights, and most recent returns), check the fund's official fact sheet and prospectus published by Fidelity and recent data pages on major financial data providers. If you use a trading or custody platform, verify whether the platform supports direct purchase of Fidelity mutual funds or offers alternatives that replicate the same benchmark.

Further exploration: If you want a side‑by‑side comparison of fspgx stock with specific ETFs or another Fidelity fund, specify the peer tickers and I can produce a comparative table with the latest available data from cited sources.

Reminder: This article is informational and neutral. For personalized investment guidance or tax advice, consult a licensed financial or tax professional.