Fidelity Investments Mutual Fund Family Data Pages

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Performance
04-30-12

Total ReturnCategory Average
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
*billions

Trailing Returns %
04-30-12

  YTD 3 Year 5 Year    
Fund Family 10.17 17.13 2.46

Key Stats
04-30-12

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
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
11 23 26
3 8 6
1 7 2
Asset Allocation %
Cash 6.5
Stocks 67.0
Bonds 24.3
Other 2.2
Annual Turnover % 69
% Assets in Top 10 8.2
 
Sector Breakdown (% of stocks) 
Sensitive 42.6
Communication Services 2.8
Energy 9.5
Industrials 10.2
Technology 20.1
Cyclical 34.8
Basic Materials 5.4
Consumer Cyclical 13.9
Financial Services 13.1
Real Estate 2.3
Defensive 22.6
Consumer Defensives 9.8
Healthcare 10.9
Utilities 2.0

Top 20 US Holdings | Get Price Quotes
YTD Return through 05-21-12

  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
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Best 5-Year Relative Performance | More
05-21-12

Lowest Expenses | More
05-21-12

Longest Manager Tenure | More
05-21-12

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

Shortest Manager Tenure | More
05-21-12

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
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