Fidelity Founders Fund (FIFNX) Research

This fund primarily allocates its capital to the shares of businesses spearheaded by their original founders. For a company to be classified as 'founder-involved,' at the point of the fund's initial acquisition, one of its founders must hold a significant role either within the senior leadership team or on its board of directors. Investment decisions are shaped by a two-pronged analytical approach: quantitative methods are employed to assess prospects for expansion, intrinsic value, ease of trading, and associated risks. This is complemented by fundamental research, which examines critical elements such as an issuer's financial health, its standing within its sector, and prevailing market and economic climates to make informed selections.

Market snapshot

Symbol
FIFNX
Price
$28.24
Day change
+1.15%
Market cap
$223.5M
P/E ratio
-10.45x
52-week range
23.71-29.13
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Beacon ARK Transformational Innovation Fund (ADNRX)
  • American Beacon Bridgeway Large Cap Value Fund (BWLAX)
  • Calvert Conservative Allocation Fund (CCLAX)
  • Dunham Monthly Distribution Fund (DNMDX)
  • BNY Mellon Opportunistic Small Cap Fund (DSCVX)
  • SGI U.S. Large Equity Fund (LVOLX)
  • AMG GW&K Small Cap Value Fund (SKSEX)

Open Fidelity Founders Fund (FIFNX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.