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

Lowest Expenses | More
03-15-11

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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