| Total Return | -35.0 | 32.1 | 15.4 | -1.4 | 10.2 |
| Category Average | -34.0 | 30.1 | 14.4 | -1.8 | 9.7 |
| Assets for Each Yr* | 613.8 | 835.5 | 1,003.4 | 969.5 | 1,079.3 |
| YTD | 3 Year | 5 Year | |||
|---|---|---|---|---|---|
| Fund Family | 10.17 | 17.13 | 2.46 | ||
| Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
|---|---|---|---|
| 1,079,270 | $2,500 | 6.6 | 93.4 |
| Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
| Domestic Stock | 3.1 | 44.85 | 1.12 | Average |
| International Stock | 3.3 | 9.71 | 1.32 | Average |
| Municipal Bond | 4.0 | 2.76 | 0.71 | Below Avg |
| Taxable Bond | 3.5 | 17.77 | 0.83 | Average |
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| Sector | YTD Return % | % Net Assets | |||
|---|---|---|---|---|---|
| Apple, Inc.* | Technology | 38.59 | 2.77 | ||
| Google, Inc. Class A* | Technology | -4.92 | 0.84 | ||
| Microsoft Corporation* | Technology | 16.14 | 0.66 | ||
| Wells Fargo & Co* | Financial Services | 15.53 | 0.65 | ||
| Exxon Mobil Corporation* | Energy | -1.98 | 0.59 | ||
| JPMorgan Chase & Co* | Financial Services | -0.57 | 0.58 | ||
| Coca-Cola Co* | Consumer Defensive | 7.22 | 0.56 | ||
| Chevron Corp* | Energy | -4.70 | 0.53 | ||
| McDonald's Corporation* | Consumer Cyclical | -8.33 | 0.52 | ||
| Qualcomm, Inc.* | Technology | 5.39 | 0.49 | ||
| International Business Machines Corp* | Technology | 8.42 | 0.39 | ||
| UnitedHealth Group Inc* | Healthcare | 9.93 | 0.37 | ||
| Procter & Gamble Co* | Consumer Defensive | -3.35 | 0.35 | ||
| General Electric Co* | Industrials | 7.71 | 0.33 | ||
| Citigroup Inc* | Financial Services | -0.15 | 0.32 | ||
| Philip Morris International, Inc.* | Consumer Defensive | 8.96 | 0.31 | ||
| Occidental Petroleum Corporation* | Energy | -13.12 | 0.30 | ||
| Salesforce.com, Inc.* | Technology | 46.91 | 0.30 | ||
| TJX Companies* | Consumer Cyclical | 25.90 | 0.30 | ||
| MasterCard Incorporated Class A* | Financial Services | 10.25 | 0.29 | ||
| Show Data Definitions | Feedback | Order Reprints | Ticker Lookup |
| Fund Name | 5-Yr Rank | Analyst Report | |
|---|---|---|---|
| Fidelity Select Chemicals | 1 | --- | |
| Fidelity Select Retailing | 1 | --- | |
| Fidelity Small Cap Discovery | 1 | 12-30-11 | |
| Fidelity Spartan Interm Tr Bd Idx Inv | 1 | --- | |
| Fidelity Select Materials | 2 | --- | |
| Fund Name | 5-Yr Rank | Analyst Report | |
|---|---|---|---|
| Fidelity Select Envir and Alt Energy | 100 | --- | |
| Fidelity Growth & Income | 98 | 02-27-12 | |
| Fidelity Advisor Value Leaders A | 97 | --- | |
| Fidelity Magellan | 97 | 11-15-11 | |
| Fidelity Advisor Stock Selector Mid Cp B | 96 | 05-20-11 | |
| Fund Name | Expense Ratio | Analyst Report | |
|---|---|---|---|
| Fidelity Freedom 2000 | 0.00 | 10-14-11 | |
| Fidelity Freedom 2005 | 0.00 | 10-14-11 | |
| Fidelity Freedom 2010 | 0.00 | 10-14-11 | |
| Fidelity Freedom 2015 | 0.00 | 10-14-11 | |
| Fidelity Freedom 2020 | 0.00 | 10-14-11 | |
| Fund Name | Expense Ratio | Analyst Report | |
|---|---|---|---|
| Fidelity Advisor Large Cap B | 2.04 | 11-15-11 | |
| Fidelity Advisor Stock Selector Mid Cp B | 1.70 | 05-20-11 | |
| Fidelity Advisor Strategic Income B | 1.69 | 11-15-11 | |
| Fidelity Advisor 130/30 Large Cap A | 1.54 | 10-01-09 | |
| Fidelity Advisor EMEA A | 1.51 | --- | |
| Fund Name | Manager Name | Average Manager Tenure | |
|---|---|---|---|
| Fidelity Contrafund | William Danoff | 22 | |
| Fidelity New Markets Income | John H. Carlson | 17 | |
| Fidelity Advisor Emerging Markets Inc T | John H. Carlson | 17 | |
| Fidelity Growth Company | Steven S. Wymer | 15 | |
| Fidelity Real Estate Investment | Steve J. Buller | 14 | |
| Fund Name | Manager Name | Average Manager Tenure | ||
|---|---|---|---|---|
| Fidelity Advisor Growth Strategies A | Monty Kori | 0 | ||
| Fidelity Europe | Risteard Hogan | 0 | ||
| Fidelity Growth Strategies | Christopher T. Lee | 0 | ||
| Fidelity Advisor Consumer Discret A | Gordon Scott | 0 | ||
| Fidelity Mid Cap Growth | Monty Kori | 0 | ||