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Fidelity Investments Mutual Fund Family Data Pages

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Performance
05-31-13

Total ReturnCategory Average
Total Return 32.1 15.4 -1.4 14.2 9.1
Category Average 29.9 14.3 -1.7 13.4 8.6
Assets for Each Yr* 834.1 1,000.5 965.2 1,117.4 1,234.7
*billions

Trailing Returns %
05-31-13

  YTD 3 Year 5 Year    
Fund Family 9.09 12.54 4.39

Key Stats
05-31-13

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,234,671 $2,500 6.3 93.8
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.1 45.29 1.07 Average
International Stock 3.3 9.17 1.38 Average
Municipal Bond 4.0 2.55 0.71 Below Avg
Taxable Bond 3.5 17.49 0.82 Average
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
16 23 29
3 7 4
1 8 2
Asset Allocation %
Cash 6.8
Stocks 66.3
Bonds 24.9
Other 2.0
Annual Turnover % 61
% Assets in Top 10 6.3
 
Sector Breakdown (% of stocks) 
Sensitive 37.0
Communication Services 3.1
Energy 7.8
Industrials 9.6
Technology 16.5
Cyclical 37.4
Basic Materials 4.8
Consumer Cyclical 14.3
Financial Services 15.2
Real Estate 3.1
Defensive 25.6
Consumer Defensives 10.3
Healthcare 13.4
Utilities 1.9

Top 20 US Holdings | Get Price Quotes
YTD Return through 06-18-13

  Sector YTD Return % % Net Assets  
  Google, Inc. Class A* Technology 27.32 1.25
  Apple Inc* Technology -17.80 1.22
  Wells Fargo & Co* Financial Services 21.09 0.60
  Coca-Cola Co* Consumer Defensive 14.46 0.57
  Amgen Inc* Healthcare 18.84 0.52
  Exxon Mobil Corporation* Energy 7.60 0.45
  Gilead Sciences Inc* Healthcare 41.43 0.45
  Visa, Inc.* Financial Services 21.83 0.42
  Procter & Gamble Co* Consumer Defensive 18.14 0.41
  Biogen Idec Inc* Healthcare 44.02 0.41
  Citigroup Inc* Financial Services 26.47 0.40
  Comcast Corp Class A* Communication Services 8.63 0.40
  Berkshire Hathaway Inc Class A* Financial Services 28.73 0.39
  JPMorgan Chase & Co* Financial Services 24.43 0.38
  General Electric Co* Industrials 16.82 0.37
  Microsoft Corporation* Technology 32.69 0.36
  Johnson & Johnson* Healthcare 25.01 0.34
  Chevron Corp* Energy 14.13 0.34
  Walt Disney Co* Consumer Cyclical 31.13 0.34
  MasterCard Incorporated Class A* Financial Services 19.14 0.33
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Fidelity Investments Family

Analyst Favorites and Tools

Best 5-Year Relative Performance | More
06-18-13

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
06-18-13

Fund Name 5-Yr Rank Analyst Report
Fidelity Select Envir and Alt Energy 100 ---
Fidelity Advisor 130/30 Large Cap A 99 10-01-09
Fidelity Advisor Value Leaders A 98 ---
Fidelity Blue Chip Value 97 12-08-11
Fidelity Independence 96 10-14-11

Lowest Expenses | More
06-18-13

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
06-18-13

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
06-18-13

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 17
Fidelity Real Estate Investment Steve J. Buller 16

Shortest Manager Tenure | More
06-18-13

Fund Name Manager Name Average Manager Tenure
Fidelity Advisor Financial Services A Christopher T. Lee 0
Fidelity Mid Cap Value Court Dignan 0
Fidelity Select Brokerage & Invmt Mgmt Christopher T. Lee 0
Fidelity Select Financial Services Christopher T. Lee 0
Fidelity Advisor Europe Cap Apprec A Risteard Hogan 0

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