Fidelity Investments Mutual Fund Family Data Pages

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Performance
12-31-16

Total ReturnCategory Average
Total Return 21.4 7.9 1.3 7.3 ---
Category Average 20.3 6.8 -0.4 6.8 -4.8
Assets for Each Yr* 1,349.0 1,438.1 1,439.1 1,492.3 1,492.3
*billions

Trailing Returns %
12-31-16

  YTD 3 Year 5 Year    
Fund Family 7.28 5.47 10.22

Key Stats
12-31-16

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,492,258 $2,500 4.9 95.1
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.7 47.80 0.88 Below Avg
International Stock 3.6 9.96 1.19 Average
Municipal Bond 3.5 2.04 0.63 Below Avg
Taxable Bond 3.5 15.44 0.71 Below Avg
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
18 20 31
7 4 4
1 12 2
Asset Allocation %
Cash 7.3
Stocks 66.2
Bonds 25.0
Other 1.4
Annual Turnover % 41
% Assets in Top 10 8.4
 
Sector Breakdown (% of stocks) 
Sensitive 40.1
Communication Services 2.9
Energy 6.4
Industrials 10.1
Technology 20.7
Cyclical 36.6
Basic Materials 3.8
Consumer Cyclical 13.4
Financial Services 16.4
Real Estate 3.0
Defensive 23.3
Consumer Defensives 7.7
Healthcare 13.7
Utilities 1.9

Top 20 US Holdings | Get Price Quotes
YTD Return through 01-17-17

  Sector YTD Return % % Net Assets  
  Apple Inc* Technology 3.61 1.40
  Facebook Inc A* Technology 11.14 1.10
  Amazon.com Inc* Consumer Cyclical 7.98 1.02
  Alphabet Inc A* Technology 4.42 0.94
  Microsoft Corp* Technology 0.63 0.90
  Alphabet Inc C* Technology 4.25 0.79
  JPMorgan Chase & Co* Financial Services -2.62 0.60
  UnitedHealth Group Inc* Healthcare 0.39 0.58
  Wells Fargo & Co* Financial Services -2.41 0.56
  Visa Inc Class A* Financial Services 4.15 0.55
  Bank of America Corporation* Financial Services -0.23 0.52
  Berkshire Hathaway Inc A* Financial Services -2.03 0.42
  Chevron Corp* Energy -1.21 0.40
  Amgen Inc* Healthcare 5.88 0.40
  Johnson & Johnson* Healthcare -0.30 0.40
  Citigroup Inc* Financial Services -1.77 0.40
  Salesforce.com Inc* Technology 9.58 0.38
  NVIDIA Corp* Technology -5.27 0.38
  General Electric Co* Industrials -1.04 0.37
  The Home Depot Inc* Consumer Cyclical 1.38 0.36
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Best 5-Year Relative Performance | More
01-17-17

Highest Expenses | More
01-17-17

Longest Manager Tenure | More
01-17-17

Fund Name Manager Name Average Manager Tenure
Fidelity® Contrafund® William Danoff 26
Fidelity Advisor® Emerging Mkts Inc T John H. Carlson 22
Fidelity® New Markets Income John H. Carlson 22
Fidelity® Growth Company Steven S. Wymer 20
Fidelity® Real Estate Investment Port Steve J. Buller 19

Shortest Manager Tenure | More
01-17-17

Fund Name Manager Name Average Manager Tenure
Fidelity Advisor® Overseas T Vincent Montemaggiore 0
Fidelity® Select Chemicals Richard Malnight 0
Fidelity Advisor® Leveraged Co StkI Harley Lank 0
Fidelity® Leveraged Company Stock Mark Notkin 0
Fidelity® Select Construction & Hsg Port Neil Nabar 0
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