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Fidelity Investments Mutual Fund Family Data Pages

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Performance
02-28-11

Total ReturnCategory Average
Total Return 11.0 -34.5 30.8 15.3 3.9
Category Average 8.9 -33.9 29.8 14.4 3.9
Assets for Each Yr* 1,018.8 618.2 840.3 998.2 998.2
*billions

Trailing Returns %
02-28-11

  YTD 3 Year 5 Year    
Fund Family 3.90 3.39 4.46

Key Stats
02-28-11

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
998,174 $2,500 6.9 93.1
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.3 50.29 1.17 Below Avg
International Stock 3.5 11.83 1.40 Average
Municipal Bond 4.2 2.61 0.77 Average
Taxable Bond 3.5 15.31 0.87 Average
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
9 23 27
3 6 7
1 5 3
Asset Allocation %
Cash 5.0
Stocks 60.5
Bonds 17.1
Other 17.4
Annual Turnover % 71
% Assets in Top 10 7.0
 
Sector Breakdown (% of stocks) 
Sensitive NaN
Communication Services NaN
Energy NaN
Industrials NaN
Technology NaN
Cyclical NaN
Basic Materials NaN
Consumer Cyclical NaN
Financial Services NaN
Real Estate NaN
Defensive NaN
Consumer Defensives NaN
Healthcare NaN
Utilities NaN

Top 20 US Holdings | Get Price Quotes
YTD Return through 03-15-11

  Sector YTD Return % % Net Assets  
  Apple, Inc.* Hardware 7.09 1.78
  Google, Inc.* Telecommunications -4.11 1.00
  ExxonMobil Corporation* Energy 11.91 0.79
  Wells Fargo Company* Financial Services 4.29 0.68
  JP Morgan Chase & Co* Financial Services 5.28 0.55
  Coca-Cola Company* Consumer Goods -3.45 0.49
  Citigroup, Inc.* Financial Services -6.13 0.47
  Oracle Corporation* Software -0.26 0.43
  General Electric Company* Industrial Materials 7.98 0.40
  Schlumberger, Ltd.* Energy 1.86 0.38
  Chevron Corporation* Energy 11.73 0.36
  Walt Disney Company* Media 10.96 0.36
  McDonald's Corporation* Consumer Services -1.34 0.34
  Occidental Petroleum Corporation* Energy 0.34 0.34
  Procter & Gamble Company* Consumer Goods -4.96 0.34
  Qualcomm, Inc.* Telecommunications 7.48 0.33
  Amazon.com, Inc.* Consumer Services -8.29 0.30
  Microsoft Corporation* Software -8.46 0.30
  Berkshire Hathaway Inc. A* Financial Services 2.62 0.29
  International Business Machines Corp* Hardware 8.80 0.29
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Fidelity Investments Family

Analyst Favorites and Tools

Best 5-Year Relative Performance | More
03-15-11

Fund Name 5-Yr Rank Analyst Report
Fidelity Canada 1 06-18-10
Fidelity Capital & Income 1 01-17-11
Fidelity Real Estate Income 1 ---
Fidelity Select Chemicals 1 ---
Fidelity Select Consumer Staples 1 ---

Worst 5-Year Relative Performance | More
03-15-11

Fund Name 5-Yr Rank Analyst Report
Fidelity Select Construction & Housing 100 ---
Fidelity Select Natural Gas 100 07-26-10
Fidelity Growth & Income 99 02-16-11
Fidelity Select Consumer Finance 96 ---
Fidelity Advisor Intl Sm Cap Opp A 95 06-29-10

Lowest Expenses | More
03-15-11

Fund Name Expense Ratio Analyst Report
Fidelity Freedom 2000 0.00 02-17-11
Fidelity Freedom 2005 0.00 02-17-11
Fidelity Freedom 2010 0.00 02-17-11
Fidelity Freedom 2015 0.00 02-17-11
Fidelity Freedom 2020 0.00 02-17-11

Highest Expenses | More
03-15-11

Fund Name Expense Ratio Analyst Report
Fidelity Advisor Large Cap B 1.97 10-27-10
Fidelity Advisor Strategic Income B 1.70 11-08-10
Fidelity Advisor Mid Cap B 1.61 01-26-11
Fidelity Advisor 130/30 Large Cap A 1.51 10-01-09
Fidelity Advisor Emerging Markets A 1.50 ---

Longest Manager Tenure | More
03-15-11

Fund Name Manager Name Average Manager Tenure
Fidelity Low-Priced Stock Joel C. Tillinghast 21
Fidelity Contrafund William Danoff 21
Fidelity Equity-Income Stephen R. Petersen 18
Fidelity New Markets Income John H. Carlson 16
Fidelity Advisor Emerging Markets Inc T John H. Carlson 16

Shortest Manager Tenure | More
03-15-11

Fund Name Manager Name Average Manager Tenure
Fidelity Advisor Growth & Income A Matthew W. Fruhan 0
Fidelity Growth & Income Matthew W. Fruhan 0
Fidelity Mid-Cap Stock John D. Roth 0
Fidelity Advisor Value Leaders A Michael Chren 0
Fidelity Blue Chip Value Michael Chren 0

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