Fidelity Investments Mutual Fund Family Data Pages

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Performance
03-31-14

Total ReturnCategory Average
Total Return 15.4 -1.3 14.2 21.4 1.8
Category Average 14.3 -1.7 13.4 20.4 1.6
Assets for Each Yr* 986.9 949.9 1,100.6 1,362.1 1,379.4
*billions

Trailing Returns %
03-31-14

  YTD 3 Year 5 Year    
Fund Family 1.81 10.02 17.59

Key Stats
03-31-14

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,379,446 $2,500 5.9 94.1
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.1 48.22 0.96 Below Avg
International Stock 3.3 10.69 1.35 Average
Municipal Bond 4.0 1.96 0.68 Below Avg
Taxable Bond 3.5 14.40 0.82 Average
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
15 21 30
3 9 4
1 10 2
Asset Allocation %
Cash 5.9
Stocks 66.8
Bonds 25.2
Other 2.1
Annual Turnover % 62
% Assets in Top 10 7.7
 
Sector Breakdown (% of stocks) 
Sensitive 38.8
Communication Services 3.2
Energy 7.1
Industrials 10.3
Technology 18.3
Cyclical 35.7
Basic Materials 4.3
Consumer Cyclical 13.2
Financial Services 15.8
Real Estate 2.5
Defensive 25.5
Consumer Defensives 8.9
Healthcare 15.0
Utilities 1.6

Top 20 US Holdings | Get Price Quotes
YTD Return through 04-16-14

  Sector YTD Return % % Net Assets  
  Google Inc Class A* Technology 0.54 1.77
  Apple Inc* Technology -6.94 1.07
  Facebook Inc Class A* Technology 9.28 0.74
  Microsoft Corporation* Technology 8.74 0.72
  Gilead Sciences Inc* Healthcare -7.75 0.67
  Wells Fargo & Co* Financial Services 8.79 0.63
  Biogen Idec Inc* Healthcare 4.26 0.59
  Visa, Inc. Class A* Financial Services -5.80 0.56
  JPMorgan Chase & Co* Financial Services -4.21 0.49
  Amazon.com Inc* Consumer Cyclical -18.83 0.48
  Amgen Inc* Healthcare 1.81 0.46
  Exxon Mobil Corporation* Energy -0.62 0.40
  Salesforce.com, Inc.* Technology 1.43 0.39
  Bank of America Corporation* Financial Services 3.66 0.39
  MasterCard Incorporated Class A* Financial Services -11.25 0.39
  Citigroup Inc* Financial Services -7.52 0.39
  Comcast Corp Class A* Communication Services -4.95 0.37
  Berkshire Hathaway Inc Class A* Financial Services 6.18 0.37
  Chevron Corp* Energy -1.67 0.37
  Johnson & Johnson* Healthcare 8.54 0.35
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Longest Manager Tenure | More
04-16-14

Fund Name Manager Name Average Manager Tenure
Fidelity® Contrafund® William Danoff 24
Fidelity Advisor® Emerging Markets Inc T John H. Carlson 19
Fidelity® New Markets Income John H. Carlson 19
Fidelity® Growth Company Steven S. Wymer 17
Fidelity® Real Estate Investment Port Steve J. Buller 16

Shortest Manager Tenure | More
04-16-14

Fund Name Manager Name Average Manager Tenure
Fidelity® International Small Cap Sam Chamovitz 0
Fidelity® Japan Kirk Neureiter 0
Fidelity® Japan Smaller Companies David Jenkins 0
Fidelity Advisor® Capital Development O Matthew W. Fruhan 0
Fidelity Advisor® Dividend Growth A Ramona Persaud 0
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