Fidelity Investments Mutual Fund Family Data Pages

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Performance
08-31-17

Total ReturnCategory Average
Total Return 22.3 8.2 1.5 7.1 13.0
Category Average 20.9 7.0 -0.2 6.7 11.3
Assets for Each Yr* 1,179.1 1,260.0 1,263.5 1,304.3 1,534.9
*billions

Trailing Returns %
08-31-17

  YTD 3 Year 5 Year    
Fund Family 12.97 7.36 10.86

Key Stats
08-31-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,534,868 $2,500 4.5 95.5
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.7 49.87 0.83 Below Avg
International Stock 3.5 11.81 1.18 Average
Municipal Bond 3.5 2.11 0.63 Below Avg
Taxable Bond 3.7 16.53 0.71 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 6.0
Stocks 68.7
Bonds 23.8
Other 1.4
Annual Turnover % 41
% Assets in Top 10 10.0
 
Sector Breakdown (% of stocks) 
Sensitive 39.9
Communication Services 2.8
Energy 4.9
Industrials 9.6
Technology 22.6
Cyclical 37.0
Basic Materials 3.9
Consumer Cyclical 12.9
Financial Services 17.3
Real Estate 2.9
Defensive 23.1
Consumer Defensives 7.4
Healthcare 13.8
Utilities 1.9

Top 20 US Holdings | Get Price Quotes
YTD Return through 09-25-17

  Sector YTD Return % % Net Assets  
  Apple Inc* Technology 31.57 1.69
  Facebook Inc A* Technology 41.56 1.46
  Amazon.com Inc* Consumer Cyclical 25.33 1.20
  Alphabet Inc A* Technology 17.90 1.08
  Microsoft Corp* Technology 19.78 1.03
  Alphabet Inc C* Technology 19.32 0.90
  UnitedHealth Group Inc* Healthcare 21.14 0.71
  JPMorgan Chase & Co* Financial Services 10.79 0.66
  Amgen Inc* Healthcare 29.77 0.63
  Visa Inc Class A* Financial Services 32.68 0.60
  Bank of America Corporation* Financial Services 13.26 0.58
  Wells Fargo & Co* Financial Services 0.13 0.55
  Citigroup Inc* Financial Services 20.28 0.53
  NVIDIA Corp* Technology 60.60 0.48
  Berkshire Hathaway Inc A* Financial Services 12.10 0.43
  Salesforce.com Inc* Technology 35.07 0.43
  Johnson & Johnson* Healthcare 16.01 0.42
  Activision Blizzard Inc* Technology 72.92 0.38
  Tesla Inc* Consumer Cyclical 61.44 0.38
  Mastercard Inc A* Financial Services 34.85 0.36
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Best 5-Year Relative Performance | More
09-25-17

Worst 5-Year Relative Performance | More
09-25-17

Highest Expenses | More
09-25-17

Longest Manager Tenure | More
09-25-17

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

Shortest Manager Tenure | More
09-25-17

Fund Name Manager Name Average Manager Tenure
Fidelity® OTC Sonu Kalra 0
Fidelity Advisor® Consumer Discret I Katherine Shaw 0
Fidelity® Select Consumer Discret Port Katherine Shaw 0
Fidelity Advisor® Global Strategies I Geoffrey Stein 0
Fidelity Advisor® Municipal Inc 2025 I Cormac Cullen 0
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