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Fidelity Investments Mutual Fund Family Data Pages

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Performance
04-30-13

Total ReturnCategory Average
Total Return 32.1 15.4 -1.4 14.2 8.2
Category Average 29.9 14.3 -1.7 13.4 7.8
Assets for Each Yr* 834.4 1,002.2 968.3 1,118.1 1,223.3
*billions

Trailing Returns %
04-30-13

  YTD 3 Year 5 Year    
Fund Family 8.23 9.87 4.68

Key Stats
04-30-13

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,223,340 $2,500 6.3 93.7
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.1 44.62 1.07 Average
International Stock 3.3 9.42 1.38 Average
Municipal Bond 4.0 2.61 0.71 Below Avg
Taxable Bond 3.5 17.78 0.82 Average
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
17 25 26
3 7 4
1 8 2
Asset Allocation %
Cash 6.7
Stocks 66.5
Bonds 24.9
Other 1.9
Annual Turnover % 61
% Assets in Top 10 6.4
 
Sector Breakdown (% of stocks) 
Sensitive 38.5
Communication Services 3.0
Energy 8.1
Industrials 10.5
Technology 16.8
Cyclical 37.0
Basic Materials 5.1
Consumer Cyclical 14.1
Financial Services 15.0
Real Estate 2.7
Defensive 24.6
Consumer Defensives 9.9
Healthcare 12.7
Utilities 1.9

Top 20 US Holdings | Get Price Quotes
YTD Return through 05-21-13

  Sector YTD Return % % Net Assets  
  Apple Inc* Technology -16.31 1.33
  Google, Inc. Class A* Technology 28.22 1.22
  Wells Fargo & Co* Financial Services 20.63 0.60
  Coca-Cola Co* Consumer Defensive 17.57 0.54
  Amgen Inc* Healthcare 22.02 0.51
  Exxon Mobil Corporation* Energy 8.61 0.46
  Visa, Inc.* Financial Services 20.21 0.45
  Gilead Sciences Inc* Healthcare 53.76 0.43
  Comcast Corp Class A* Communication Services 13.56 0.42
  General Electric Co* Industrials 13.63 0.42
  Procter & Gamble Co* Consumer Defensive 17.78 0.41
  Berkshire Hathaway Inc Class A* Financial Services 26.20 0.39
  JPMorgan Chase & Co* Financial Services 21.95 0.38
  Citigroup Inc* Financial Services 30.64 0.37
  Amazon.com Inc* Consumer Cyclical 7.17 0.36
  Chevron Corp* Energy 18.22 0.36
  Biogen Idec Inc* Healthcare 58.04 0.35
  Qualcomm, Inc.* Technology 6.71 0.35
  Pfizer Inc* Healthcare 16.67 0.34
  MasterCard Incorporated Class A* Financial Services 19.23 0.34
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Fidelity Investments Family

Analyst Favorites and Tools

Best 5-Year Relative Performance | More
05-21-13

Fund Name 5-Yr Rank Analyst Report
Fidelity Japan Smaller Companies 1 11-09-09
Fidelity Select Air Transportation 1 ---
Fidelity Select Chemicals 1 ---
Fidelity Select Retailing 1 ---
Fidelity Small Cap Discovery 1 01-17-13

Worst 5-Year Relative Performance | More
05-21-13

Fund Name 5-Yr Rank Analyst Report
Fidelity Advisor 130/30 Large Cap A 99 10-01-09
Fidelity Advisor Value Leaders A 98 ---
Fidelity Blue Chip Value 98 12-08-11
Fidelity Magellan 97 10-26-12
Fidelity Select Envir and Alt Energy 95 ---

Lowest Expenses | More
05-21-13

Fund Name Expense Ratio Analyst Report
Fidelity Freedom 2000 0.00 03-08-13
Fidelity Freedom 2005 0.00 03-08-13
Fidelity Freedom 2010 0.00 03-08-13
Fidelity Freedom 2015 0.00 03-08-13
Fidelity Freedom 2020 0.00 03-08-13

Highest Expenses | More
05-21-13

Fund Name Expense Ratio Analyst Report
Fidelity Advisor Large Cap B 2.01 11-14-12
Fidelity Advisor Stock Selector Mid Cp B 1.73 03-20-13
Fidelity Advisor Strategic Income B 1.69 11-01-12
Fidelity Advisor Emerg Mkts Discv A 1.64 ---
Fidelity Advisor Intl Sm Cap Opp A 1.64 06-29-10

Longest Manager Tenure | More
05-21-13

Fund Name Manager Name Average Manager Tenure
Fidelity Contrafund William Danoff 23
Fidelity Advisor Emerging Markets Inc T John H. Carlson 18
Fidelity New Markets Income John H. Carlson 18
Fidelity Growth Company Steven S. Wymer 16
Fidelity Real Estate Investment Steve J. Buller 15

Shortest Manager Tenure | More
05-21-13

Fund Name Manager Name Average Manager Tenure
Fidelity Advisor Floating Rate Hi Inc A Eric Mollenhauer 0
Fidelity Mid Cap Value Court Dignan 0
Fidelity Select Pharmaceuticals Asher Anolic 0
Fidelity Advisor Europe Cap Apprec A Risteard Hogan 0
Fidelity Europe Capital Appreciation Risteard Hogan 0

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