Fidelity Investments Mutual Fund Family Data Pages

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Performance
11-30-16

Total ReturnCategory Average
Total Return 14.2 21.4 7.9 1.3 6.0
Category Average 13.4 20.3 6.8 -0.4 5.6
Assets for Each Yr* 1,089.5 1,349.0 1,438.1 1,439.1 1,479.1
*billions

Trailing Returns %
11-30-16

  YTD 3 Year 5 Year    
Fund Family 5.96 5.68 9.91

Key Stats
11-30-16

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,479,101 $2,500 4.9 95.1
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.6 47.90 0.88 Below Avg
International Stock 3.6 9.83 1.22 Average
Municipal Bond 3.7 2.12 0.63 Below Avg
Taxable Bond 3.5 15.33 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 7.0
Stocks 66.5
Bonds 24.9
Other 1.6
Annual Turnover % 41
% Assets in Top 10 8.4
 
Sector Breakdown (% of stocks) 
Sensitive 39.9
Communication Services 2.9
Energy 5.9
Industrials 9.8
Technology 21.2
Cyclical 35.7
Basic Materials 3.7
Consumer Cyclical 13.7
Financial Services 15.2
Real Estate 3.1
Defensive 24.4
Consumer Defensives 8.2
Healthcare 14.1
Utilities 2.0

Top 20 US Holdings | Get Price Quotes
YTD Return through 12-02-16

  Sector YTD Return % % Net Assets  
  Apple Inc* Technology 6.53 1.40
  Facebook Inc A* Technology 10.26 1.22
  Amazon.com Inc* Consumer Cyclical 9.54 1.14
  Alphabet Inc A* Technology -1.74 0.98
  Alphabet Inc C* Technology -1.10 0.82
  Microsoft Corp* Technology 9.44 0.81
  Visa Inc Class A* Financial Services -1.61 0.61
  UnitedHealth Group Inc* Healthcare 38.65 0.53
  JPMorgan Chase & Co* Financial Services 26.37 0.45
  Johnson & Johnson* Healthcare 12.06 0.44
  Medtronic PLC* Healthcare -4.77 0.43
  Amgen Inc* Healthcare -8.82 0.43
  Wells Fargo & Co* Financial Services 1.35 0.42
  Salesforce.com Inc* Technology -12.74 0.39
  Berkshire Hathaway Inc A* Financial Services 20.86 0.38
  Chevron Corp* Energy 30.38 0.38
  General Electric Co* Industrials 2.83 0.36
  The Home Depot Inc* Consumer Cyclical 0.29 0.36
  Mastercard Inc A* Financial Services 4.62 0.34
  Procter & Gamble Co* Consumer Defensive 7.13 0.33
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Longest Manager Tenure | More
12-02-16

Fund Name Manager Name Average Manager Tenure
Fidelity® Contrafund® William Danoff 26
Fidelity® New Markets Income John H. Carlson 22
Fidelity Advisor® Emerging Mkts Inc T John H. Carlson 21
Fidelity® Growth Company Steven S. Wymer 20
Fidelity® Real Estate Investment Port Steve J. Buller 19

Shortest Manager Tenure | More
12-02-16

Fund Name Manager Name Average Manager Tenure
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
Fidelity® Value Strategies Matthew Friedman 0
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