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Below is a sample Fund Family Report for Fidelity Investments.

Fidelity Investments Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    06-30-19

    Total ReturnCategory Average
    Total Return1.666.4420.28-5.3115.25
    Category Average-0.066.3618.12-5.4814.83
    Assets for Each Yr*1,071.721,096.901,517.471,678.931,988.23
    *billions

    Trailing Returns %
    06-30-19

      YTD 3 Year 5 Year    
    Fund Family 15.25 11.41 7.71

    Key Stats
    06-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,988,234 mil $0 3.23 96.77
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.6 48.57 0.78 Below Avg
    International Stock 3.5 10.63 1.12 Average
    Municipal Bond 3.2 1.88 0.62 Below Avg
    Taxable Bond 3.9 11.35 0.72 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-18-19

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 31.33 1.25
    Visa Inc Class A* Financial Services 37.21 0.84
    UnitedHealth Group Inc* Healthcare 5.40 0.81
    Bank of America Corporation* Financial Services 20.86 0.53
    JPMorgan Chase & Co* Financial Services 19.92 0.50
    Netflix Inc* Consumer Cyclical 21.50 0.46
    Johnson & Johnson* Healthcare 3.77 0.32
    Citigroup Inc* Financial Services 39.63 0.31
    General Electric Co* Industrials 35.27 0.27
    Wells Fargo & Co* Financial Services 1.39 0.27
    Amgen Inc* Healthcare -6.28 0.26
    Coca-Cola Co* Consumer Defensive 11.57 0.22
    Union Pacific Corp* Industrials 27.33 0.21
    Intel Corp* Technology 7.76 0.20
    Altria Group Inc* Consumer Defensive 5.55 0.19
    Danaher Corp* Healthcare 39.00 0.19
    PepsiCo Inc* Consumer Defensive 21.98 0.18
    Abbott Laboratories* Healthcare 22.66 0.16
    TJX Companies Inc* Consumer Cyclical 24.37 0.16
    Oracle Corp* Technology 30.21 0.14

    Best 5-Year Relative Performance | More
    07-18-19

    Worst 5-Year Relative Performance | More
    07-18-19

    Lowest Expenses | More
    07-18-19

    Longest Manager Tenure | More
    07-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity® Contrafund William Danoff 28.80
    Fidelity® Growth Com Steven S. Wymer 22.50
    Fidelity® Real Estat Steve J. Buller 21.50
    Fidelity® Diversifie William Bower 18.30
    Fidelity® Capital & Mark Notkin 16.00

    Shortest Manager Tenure | More
    07-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity® Series Bon Brandon Bettencourt 0.20
    Fidelity® Series Tot Louis Bottari 0.20
    Fidelity® SAI Intl S William Bower 0.30
    Fidelity Advisor® Fo Daniel E. Kelley 0.40
    Fidelity® SAI Em Mkt Louis Bottari 0.40