Fidelity Investments Fund Family Report
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  • Select a Fund Family
  • Performance
    03-31-19

    Total ReturnCategory Average
    Total Return1.656.4620.23-5.3011.24
    Category Average-0.036.3118.13-5.4510.92
    Assets for Each Yr*1,081.391,109.161,534.551,697.961,909.77
    *billions

    Trailing Returns %
    03-31-19

      YTD 3 Year 5 Year    
    Fund Family 11.24 10.72 7.76

    Key Stats
    03-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,909,774 mil $0 3.33 96.67
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 48.64 0.77 Below Avg
    International Stock 3.3 10.43 1.12 Average
    Municipal Bond 3.2 1.88 0.59 Below Avg
    Taxable Bond 3.8 16.23 0.70 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-18-19

      Sector YTD Return % % Net Assets  
    Facebook Inc A* Technology 36.00 1.06
    UnitedHealth Group Inc* Healthcare -10.63 0.84
    Salesforce.com Inc* Technology 13.89 0.67
    Bank of America Corporation* Financial Services 22.48 0.60
    JPMorgan Chase & Co* Financial Services 17.87 0.52
    Adobe Inc* Technology 19.59 0.51
    Netflix Inc* Consumer Cyclical 34.63 0.48
    Berkshire Hathaway Inc B* Financial Services 2.85 0.42
    Berkshire Hathaway Inc A* Financial Services 3.05 0.39
    NVIDIA Corp* Technology 39.67 0.37
    Johnson & Johnson* Healthcare 7.26 0.36
    Boeing Co* Industrials 18.49 0.34
    Citigroup Inc* Financial Services 34.69 0.33
    Wells Fargo & Co* Financial Services 4.23 0.33
    Procter & Gamble Co* Consumer Defensive 16.96 0.32
    Chevron Corp* Energy 11.27 0.29
    McDonald's Corp* Consumer Cyclical 10.42 0.26
    Altria Group Inc* Consumer Defensive 11.70 0.23
    Vertex Pharmaceuticals Inc* Healthcare 1.48 0.23
    Coca-Cola Co* Consumer Defensive 1.12 0.21

    Best 5-Year Relative Performance | More
    04-18-19

    Worst 5-Year Relative Performance | More
    04-18-19

    Lowest Expenses | More
    04-18-19

    Longest Manager Tenure | More
    04-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity® Contrafund William Danoff 28.60
    Fidelity® Growth Com Steven S. Wymer 22.30
    Fidelity® Real Estat Steve J. Buller 21.30
    Fidelity® Diversifie William Bower 18.00
    Fidelity® Capital & Mark Notkin 15.70

    Shortest Manager Tenure | More
    04-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Strategic Advisers® Jonathan Duggan 0.30
    Fidelity Advisor® In Janet Glazer 0.40
    Fidelity® Select Com Matthew Drukker 0.40
    Fidelity® Select Ind Janet Glazer 0.40
    Fidelity SAI Total B Michael Foggin 0.50