Manager SkillAllocatorsExamplesEvidenceAnalyst
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Manager Skill Review · Fund (strategy-level)

FDGRX — Fidelity Growth Company Fund

Strategy-level ERM3 read from the fund's reported holdings — the mandate-accurate view. The stock-selection residual persists out of sample.

Large Growth · 228 holdings · eff. N 13 · top-10 66% · as of 2026-05-31

Summary Risk Profile

Return attribution vs risk decomposition

Fidelity Growth Company Fund is a Large Growth strategy across 228 names (effective N 13, top-10 66%). Fidelity Growth Company Fund's +43.4% trailing return was led by market beta (+36.2% market); stock selection contributed -1.1%. Over the trailing window stock selection detracted (-3% of gross); the risk decomposition is the steadier read.Beta to SPY 1.25 explains 84% of NAV variance; ERM3's multifactor model captures 95% · modeled-vs-reported NAV correlation 0.96 over 244 months.Evidence — not a recommendation.

Risk decomposition
This manager
86%
Tracked-pension composite · 12 mgrs
73%
22%
▸Key
Market
Sector
Subsector
Style tilt
Stock selection

Cumulative return

trailing 12m · gross vs buyable

Strategy-level read from the fund's reported holdings via the RiskModels ERM3 model. Figures are gross, holdings-derived, and within-mandate. Informational use only — not investment advice.

Local-First Data Policy — Your holdings are resolved locally against our Security Master. Data never leaves your machine.

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Manager SkillAllocatorsExamplesEvidenceAnalyst
Checking session...

Manager Skill Review · Fund (strategy-level)

FDGRX — Fidelity Growth Company Fund

Strategy-level ERM3 read from the fund's reported holdings — the mandate-accurate view. The stock-selection residual persists out of sample.

Large Growth · 228 holdings · eff. N 13 · top-10 66% · as of 2026-05-31

Summary Risk Profile

Return attribution vs risk decomposition

Fidelity Growth Company Fund is a Large Growth strategy across 228 names (effective N 13, top-10 66%). Fidelity Growth Company Fund's +43.4% trailing return was led by market beta (+36.2% market); stock selection contributed -1.1%. Over the trailing window stock selection detracted (-3% of gross); the risk decomposition is the steadier read.Beta to SPY 1.25 explains 84% of NAV variance; ERM3's multifactor model captures 95% · modeled-vs-reported NAV correlation 0.96 over 244 months.Evidence — not a recommendation.

Risk decomposition
This manager
86%
Tracked-pension composite · 12 mgrs
73%
22%
▸Key
Market
Sector
Subsector
Style tilt
Stock selection

Cumulative return

trailing 12m · gross vs buyable

Strategy-level read from the fund's reported holdings via the RiskModels ERM3 model. Figures are gross, holdings-derived, and within-mandate. Informational use only — not investment advice.

Local-First Data Policy — Your holdings are resolved locally against our Security Master. Data never leaves your machine.

The Engine
  • API
  • SDK
  • CLI
The Science
  • Methodology
  • ERM3 overview
  • SEC Filing Calendar
Infrastructure
  • Privacy
  • Terms
RiskModelsResearch/Workspace/
Gross +59.7%Buyable +55.6%Selection gap +4.1%
API

© 2026 RiskModels.app|System Status:Operational|Built for the Intelligent Retailer.

Informational use only — not investment advice. Blue Water Macro Corp.

Gross +59.7%Buyable +55.6%Selection gap +4.1%
API

© 2026 RiskModels.app|System Status:Operational|Built for the Intelligent Retailer.

Informational use only — not investment advice. Blue Water Macro Corp.