Fidelity Investments Mutual Fund Family Data Pages

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Performance
04-30-17

Total ReturnCategory Average
Total Return 21.4 7.9 1.3 7.3 7.5
Category Average 20.2 6.7 -0.4 6.8 6.8
Assets for Each Yr* 1,349.0 1,438.1 1,439.1 1,492.0 1,587.1
*billions

Trailing Returns %
04-30-17

  YTD 3 Year 5 Year    
Fund Family 7.52 7.53 9.69

Key Stats
04-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,587,095 $2,500 4.3 95.7
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.8 47.69 0.85 Below Avg
International Stock 3.7 10.45 1.17 Average
Municipal Bond 3.5 1.96 0.63 Below Avg
Taxable Bond 3.6 15.32 0.71 Below Avg
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
20 23 36
10 5 7
1 14 4
Asset Allocation %
Cash 5.9
Stocks 68.5
Bonds 24.1
Other 1.5
Annual Turnover % 40
% Assets in Top 10 9.2
 
Sector Breakdown (% of stocks) 
Sensitive 39.9
Communication Services 3.0
Energy 5.7
Industrials 9.6
Technology 21.7
Cyclical 37.4
Basic Materials 4.1
Consumer Cyclical 13.1
Financial Services 17.4
Real Estate 2.9
Defensive 22.7
Consumer Defensives 7.5
Healthcare 13.2
Utilities 2.0

Top 20 US Holdings | Get Price Quotes
YTD Return through 05-26-17

  Sector YTD Return % % Net Assets  
  Apple Inc* Technology 33.66 1.74
  Facebook Inc A* Technology 32.23 1.22
  Amazon.com Inc* Consumer Cyclical 32.79 1.11
  Alphabet Inc A* Technology 25.34 0.95
  Microsoft Corp* Technology 13.84 0.93
  Alphabet Inc C* Technology 25.87 0.79
  JPMorgan Chase & Co* Financial Services 0.06 0.67
  UnitedHealth Group Inc* Healthcare 11.30 0.60
  Wells Fargo & Co* Financial Services -3.52 0.59
  Amgen Inc* Healthcare 7.59 0.57
  Bank of America Corporation* Financial Services 5.50 0.56
  Visa Inc Class A* Financial Services 21.76 0.54
  Citigroup Inc* Financial Services 4.98 0.45
  Berkshire Hathaway Inc A* Financial Services 1.81 0.41
  Johnson & Johnson* Healthcare 11.59 0.39
  Salesforce.com Inc* Technology 32.68 0.38
  Tesla Inc* Consumer Cyclical 52.15 0.38
  NVIDIA Corp* Technology 33.15 0.37
  The Home Depot Inc* Consumer Cyclical 16.19 0.36
  Chevron Corp* Energy -9.19 0.33
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Best 5-Year Relative Performance | More
05-26-17

Highest Expenses | More
05-26-17

Longest Manager Tenure | More
05-26-17

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 20
Fidelity® Real Estate Investment Port Steve J. Buller 19

Shortest Manager Tenure | More
05-26-17

Fund Name Manager Name Average Manager Tenure
Fidelity® Select Automotive Port Elliot Mattingly 0
Fidelity Advisor® Overseas M Vincent Montemaggiore 1
Fidelity® Select Chemicals Richard Malnight 1
Fidelity® Select Retailing Nicola Stafford 1
Fidelity® Select Wireless Matthew Drukker 1
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