Fidelity Investments Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return1.666.4420.28-5.3114.79
    Category Average-0.066.3618.12-5.4814.34
    Assets for Each Yr*1,071.721,096.901,517.461,678.911,984.64
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 14.79 9.74 7.32

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,984,642 mil $0 3.17 96.83
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.6 47.88 0.78 Below Avg
    International Stock 3.6 10.64 1.11 Average
    Municipal Bond 3.1 1.95 0.61 Below Avg
    Taxable Bond 3.8 11.79 0.72 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity® Contrafund William Danoff 29.00
    Fidelity® Growth Com Steven S. Wymer 22.70
    Fidelity® Real Estat Steve J. Buller 21.70
    Fidelity® Diversifie William Bower 18.50
    Fidelity® Capital & Mark Notkin 16.20

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity Advisor Fre Andrew Dierdorf 0.20
    Fidelity Advisor Fre Andrew Dierdorf 0.20
    Fidelity Flex Freedo Andrew Dierdorf 0.20
    Fidelity Freedom® 20 Andrew Dierdorf 0.20
    Fidelity Freedom® In Andrew Dierdorf 0.20