Fidelity Investments Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return21.397.921.347.287.52
    Category Average20.186.74-0.386.786.78
    Assets for Each Yr*1,348.981,438.131,439.051,492.041,587.10
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 7.52 7.53 9.69

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,587,095 mil $2,500 4.32 95.68
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 47.69 0.85 Below Avg
    International Stock 3.7 10.45 1.17 Average
    Municipal Bond 3.5 1.96 0.63 Below Avg
    Taxable Bond 3.6 15.32 0.71 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-26-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 33.66 1.74
    Facebook Inc A* Technology 32.23 1.22
    Amazon.com Inc* Consumer Cyclical 32.79 1.11
    Alphabet Inc A* Technology 25.34 0.95
    Microsoft Corp* Technology 13.84 0.93
    Alphabet Inc C* Technology 25.87 0.79
    JPMorgan Chase & Co* Financial Services 0.06 0.67
    UnitedHealth Group Inc* Healthcare 11.30 0.60
    Wells Fargo & Co* Financial Services -3.52 0.59
    Amgen Inc* Healthcare 7.59 0.57
    Bank of America Corporation* Financial Services 5.50 0.56
    Visa Inc Class A* Financial Services 21.76 0.54
    Citigroup Inc* Financial Services 4.98 0.45
    Berkshire Hathaway Inc A* Financial Services 1.81 0.41
    Johnson & Johnson* Healthcare 11.59 0.39
    Salesforce.com Inc* Technology 32.68 0.38
    Tesla Inc* Consumer Cyclical 52.15 0.38
    NVIDIA Corp* Technology 33.15 0.37
    The Home Depot Inc* Consumer Cyclical 16.19 0.36
    Chevron Corp* Energy -9.19 0.33

    Best 5-Year Relative Performance | More
    05-26-17

    Worst 5-Year Relative Performance | More
    05-26-17

    Highest Expenses | More
    05-26-17

    Longest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity® Contrafund William Danoff 26.70
    Fidelity Advisor® Em John H. Carlson 21.90
    Fidelity® New Market John H. Carlson 21.90
    Fidelity® Growth Com Steven S. Wymer 20.40
    Fidelity® Real Estat Steve J. Buller 19.40

    Shortest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity® Select Aut Elliot Mattingly 0.10
    Fidelity Advisor® Ov Vincent Montemaggior 0.60
    Fidelity® Select Che Richard Malnight 0.60
    Fidelity® Select Ret Nicola Stafford 0.60
    Fidelity® Select Wir Matthew Drukker 0.60