Fidelity Investments Fund Family Report
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  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return8.241.517.0919.980.57
    Category Average7.00-0.236.7118.130.09
    Assets for Each Yr*1,249.551,254.041,294.691,766.761,808.79
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family 0.57 8.12 9.91

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,808,789 mil $2,500 3.71 96.29
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.6 48.50 0.74 Below Avg
    International Stock 3.1 10.73 1.09 Average
    Municipal Bond 3.2 1.90 0.58 Below Avg
    Taxable Bond 3.7 15.33 0.65 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-24-18

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 37.08 1.46
    Microsoft Corp* Technology 15.91 1.36
    Apple Inc* Technology 11.98 1.31
    Facebook Inc A* Technology 5.37 1.14
    Alphabet Inc A* Technology 3.04 0.93
    Alphabet Inc C* Technology 3.14 0.75
    UnitedHealth Group Inc* Healthcare 10.44 0.73
    JPMorgan Chase & Co* Financial Services 5.06 0.68
    Bank of America Corporation* Financial Services 2.74 0.64
    Visa Inc Class A* Financial Services 16.04 0.61
    NVIDIA Corp* Technology 28.16 0.54
    Salesforce.com Inc* Technology 25.93 0.49
    Citigroup Inc* Financial Services -5.99 0.46
    Wells Fargo & Co* Financial Services -8.60 0.46
    Adobe Systems Inc* Technology 39.89 0.44
    Amgen Inc* Healthcare 3.85 0.43
    Berkshire Hathaway Inc A* Financial Services -1.93 0.42
    Mastercard Inc A* Financial Services 27.12 0.41
    Netflix Inc* Consumer Cyclical 81.96 0.41
    Berkshire Hathaway Inc B* Financial Services -1.71 0.36

    Best 5-Year Relative Performance | More
    05-24-18

    Longest Manager Tenure | More
    05-24-18

    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
    05-24-18

    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