Fidelity Investments Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return8.241.517.0919.980.56
    Category Average7.00-0.236.7118.130.10
    Assets for Each Yr*1,249.551,254.041,294.691,766.761,800.24
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family 0.56 8.12 9.91

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,800,235 mil $2,500 3.73 96.27
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.6 48.73 0.74 Below Avg
    International Stock 3.1 10.78 1.09 Average
    Municipal Bond 3.2 1.91 0.58 Below Avg
    Taxable Bond 3.7 14.92 0.65 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-18-18

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 34.62 1.46
    Microsoft Corp* Technology 13.63 1.36
    Apple Inc* Technology 10.90 1.31
    Facebook Inc A* Technology 3.52 1.14
    Alphabet Inc A* Technology 1.54 0.93
    Alphabet Inc C* Technology 1.91 0.75
    UnitedHealth Group Inc* Healthcare 11.31 0.73
    JPMorgan Chase & Co* Financial Services 4.97 0.68
    Bank of America Corporation* Financial Services 2.91 0.64
    Visa Inc Class A* Financial Services 14.32 0.61
    NVIDIA Corp* Technology 27.18 0.54
    Salesforce.com Inc* Technology 24.19 0.49
    Citigroup Inc* Financial Services -5.12 0.46
    Wells Fargo & Co* Financial Services -10.20 0.46
    Adobe Systems Inc* Technology 35.87 0.44
    Amgen Inc* Healthcare 2.90 0.43
    Berkshire Hathaway Inc A* Financial Services -1.08 0.42
    Mastercard Inc A* Financial Services 26.12 0.41
    Netflix Inc* Consumer Cyclical 68.88 0.41
    Berkshire Hathaway Inc B* Financial Services -1.09 0.36

    Best 5-Year Relative Performance | More
    05-18-18

    Worst 5-Year Relative Performance | More
    05-18-18

    Longest Manager Tenure | More
    05-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity® Contrafund William Danoff 27.70
    Fidelity Advisor® Em John H. Carlson 22.90
    Fidelity® New Market John H. Carlson 22.90
    Fidelity® Growth Com Steven S. Wymer 21.40
    Fidelity® Real Estat Steve J. Buller 20.40

    Shortest Manager Tenure | More
    05-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity® SAI Intern Louis Bottari 0.40
    Fidelity® SAI US Val Louis Bottari 0.40
    Strategic Advisers® Christopher Heavey 0.40
    Fidelity® Select Con James McElligott 0.50
    Fidelity® Select Mat Richard Malnight 0.50