Fidelity Investments Mutual Fund Family Data Pages

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Performance
06-30-17

Total ReturnCategory Average
Total Return 21.4 7.9 1.3 7.3 9.9
Category Average 20.2 6.7 -0.4 6.8 8.8
Assets for Each Yr* 1,348.8 1,437.9 1,438.9 1,491.9 1,623.2
*billions

Trailing Returns %
06-30-17

  YTD 3 Year 5 Year    
Fund Family 9.86 6.80 10.73

Key Stats
06-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,623,194 $2,500 4.2 95.8
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.7 47.52 0.82 Below Avg
International Stock 3.5 10.69 1.17 Average
Municipal Bond 3.5 1.95 0.64 Below Avg
Taxable Bond 3.6 15.41 0.70 Below Avg
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
20 23 35
11 5 7
1 14 4
Asset Allocation %
Cash 5.7
Stocks 69.1
Bonds 23.8
Other 1.4
Annual Turnover % 40
% Assets in Top 10 9.5
 
Sector Breakdown (% of stocks) 
Sensitive 40.4
Communication Services 2.9
Energy 5.1
Industrials 9.7
Technology 22.8
Cyclical 36.8
Basic Materials 3.9
Consumer Cyclical 13.1
Financial Services 17.0
Real Estate 2.9
Defensive 22.8
Consumer Defensives 7.8
Healthcare 13.0
Utilities 2.0

Top 20 US Holdings | Get Price Quotes
YTD Return through 07-26-17

  Sector YTD Return % % Net Assets  
  Apple Inc* Technology 33.53 1.78
  Facebook Inc A* Technology 43.95 1.27
  Amazon.com Inc* Consumer Cyclical 40.40 1.18
  Alphabet Inc A* Technology 21.81 1.08
  Microsoft Corp* Technology 20.42 0.95
  Alphabet Inc C* Technology 22.80 0.90
  UnitedHealth Group Inc* Healthcare 20.05 0.62
  JPMorgan Chase & Co* Financial Services 8.25 0.59
  Visa Inc Class A* Financial Services 29.68 0.55
  Amgen Inc* Healthcare 21.87 0.54
  Bank of America Corporation* Financial Services 10.23 0.54
  Wells Fargo & Co* Financial Services 1.02 0.51
  Tesla Inc* Consumer Cyclical 60.91 0.46
  Citigroup Inc* Financial Services 14.93 0.46
  NVIDIA Corp* Technology 56.96 0.45
  Berkshire Hathaway Inc A* Financial Services 6.34 0.40
  Salesforce.com Inc* Technology 33.03 0.40
  Johnson & Johnson* Healthcare 15.09 0.39
  Activision Blizzard Inc* Technology 74.30 0.37
  The Home Depot Inc* Consumer Cyclical 10.73 0.36
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Best 5-Year Relative Performance | More
07-26-17

Highest Expenses | More
07-26-17

Longest Manager Tenure | More
07-26-17

Fund Name Manager Name Average Manager Tenure
Fidelity® Contrafund® William Danoff 27
Fidelity Advisor® Emerging Mkts Inc M John H. Carlson 22
Fidelity® New Markets Income John H. Carlson 22
Fidelity® Growth Company Steven S. Wymer 21
Fidelity® Real Estate Investment Port Steve J. Buller 20

Shortest Manager Tenure | More
07-26-17

Fund Name Manager Name Average Manager Tenure
Fidelity® Flex Mid Cap Value Justin Bennett 0
Fidelity® Mid Cap Value Kevin Walenta 0
Fidelity® Select Automotive Port Elliot Mattingly 0
Fidelity Jean Park 0
Fidelity® Flex International Sammy Simnegar 0
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