Fidelity Investments Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return21.397.921.347.285.07
    Category Average20.256.76-0.376.784.71
    Assets for Each Yr*1,348.991,438.151,439.071,492.061,555.03
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 5.07 6.37 9.47

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,555,034 mil $2,500 4.82 95.18
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.7 48.12 0.86 Below Avg
    International Stock 3.6 9.95 1.19 Average
    Municipal Bond 3.5 1.98 0.63 Below Avg
    Taxable Bond 3.6 15.19 0.71 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-23-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 22.16 1.48
    Facebook Inc A* Technology 21.28 1.17
    Amazon.com Inc* Consumer Cyclical 13.00 1.09
    Alphabet Inc A* Technology 5.96 0.96
    Microsoft Corp* Technology 5.02 0.95
    Alphabet Inc C* Technology 5.93 0.80
    JPMorgan Chase & Co* Financial Services 1.83 0.66
    UnitedHealth Group Inc* Healthcare 3.67 0.61
    Wells Fargo & Co* Financial Services 0.94 0.61
    Visa Inc Class A* Financial Services 14.11 0.53
    Bank of America Corporation* Financial Services 4.73 0.53
    Amgen Inc* Healthcare 14.35 0.47
    Berkshire Hathaway Inc A* Financial Services 4.33 0.42
    NVIDIA Corp* Technology 0.46 0.41
    Citigroup Inc* Financial Services -2.05 0.40
    Salesforce.com Inc* Technology 19.08 0.39
    Johnson & Johnson* Healthcare 9.97 0.38
    Chevron Corp* Energy -7.43 0.37
    The Home Depot Inc* Consumer Cyclical 11.04 0.35
    General Electric Co* Industrials -5.51 0.34

    Best 5-Year Relative Performance | More
    03-23-17

    Worst 5-Year Relative Performance | More
    03-23-17

    Highest Expenses | More
    03-23-17

    Longest Manager Tenure | More
    03-23-17

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity® Contrafund William Danoff 26.50
    Fidelity® New Market John H. Carlson 21.80
    Fidelity Advisor® Em John H. Carlson 21.70
    Fidelity® Growth Com Steven S. Wymer 20.20
    Fidelity® Real Estat Steve J. Buller 19.20

    Shortest Manager Tenure | More
    03-23-17

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity Advisor® Ov Vincent Montemaggior 0.40
    Fidelity® Select Che Richard Malnight 0.40
    Fidelity® Select Ret Nicola Stafford 0.40
    Fidelity® Select Wir Matthew Drukker 0.40
    Fidelity Advisor® Em John Dance 0.50