Fidelity Investments Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    06-30-17

    Total ReturnCategory Average
    Total Return21.397.921.347.289.86
    Category Average20.226.73-0.386.788.80
    Assets for Each Yr*1,348.851,437.921,438.861,491.871,623.19
    *billions

    Trailing Returns %
    06-30-17

      YTD 3 Year 5 Year    
    Fund Family 9.86 6.80 10.73

    Key Stats
    06-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,623,194 mil $2,500 4.21 95.79
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.7 47.52 0.82 Below Avg
    International Stock 3.5 10.69 1.17 Average
    Municipal Bond 3.5 1.95 0.64 Below Avg
    Taxable Bond 3.6 15.41 0.70 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-27-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 31.03 1.78
    Facebook Inc A* Technology 48.14 1.27
    Amazon.com Inc* Consumer Cyclical 39.49 1.18
    Alphabet Inc A* Technology 20.20 1.08
    Microsoft Corp* Technology 18.99 0.95
    Alphabet Inc C* Technology 21.02 0.90
    UnitedHealth Group Inc* Healthcare 18.91 0.62
    JPMorgan Chase & Co* Financial Services 7.81 0.59
    Visa Inc Class A* Financial Services 28.04 0.55
    Amgen Inc* Healthcare 19.31 0.54
    Bank of America Corporation* Financial Services 9.77 0.54
    Wells Fargo & Co* Financial Services 0.65 0.51
    Tesla Inc* Consumer Cyclical 56.52 0.46
    Citigroup Inc* Financial Services 14.29 0.46
    NVIDIA Corp* Technology 51.79 0.45
    Berkshire Hathaway Inc A* Financial Services 6.39 0.40
    Salesforce.com Inc* Technology 32.21 0.40
    Johnson & Johnson* Healthcare 14.98 0.39
    Activision Blizzard Inc* Technology 70.23 0.37
    The Home Depot Inc* Consumer Cyclical 11.51 0.36

    Best 5-Year Relative Performance | More
    07-27-17

    Worst 5-Year Relative Performance | More
    07-27-17

    Highest Expenses | More
    07-27-17

    Longest Manager Tenure | More
    07-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity® Contrafund William Danoff 26.90
    Fidelity Advisor® Em John H. Carlson 22.10
    Fidelity® New Market John H. Carlson 22.10
    Fidelity® Growth Com Steven S. Wymer 20.60
    Fidelity® Real Estat Steve J. Buller 19.60

    Shortest Manager Tenure | More
    07-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity® Flex Mid C Justin Bennett 0.10
    Fidelity® Mid Cap Va Kevin Walenta 0.10
    Fidelity® Select Aut Elliot Mattingly 0.20
    Fidelity Jean Park 0.30
    Fidelity® Flex Inter Sammy Simnegar 0.30