Fidelity Investments Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return1.656.4620.23-5.30--
    Category Average-0.036.3118.13-5.454.08
    Assets for Each Yr*1,081.391,109.161,534.551,697.971,697.97
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -5.30 6.62 5.88

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,697,967 mil $0 3.41 96.59
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.7 47.66 0.77 Below Avg
    International Stock 3.2 10.42 1.12 Average
    Municipal Bond 3.1 2.01 0.57 Below Avg
    Taxable Bond 3.8 16.89 0.66 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 6.05 1.78
    Amazon.com Inc* Consumer Cyclical 12.93 1.75
    UnitedHealth Group Inc* Healthcare 6.58 0.95
    Bank of America Corporation* Financial Services 18.91 0.60
    JPMorgan Chase & Co* Financial Services 7.96 0.59
    Mastercard Inc A* Financial Services 7.25 0.48
    Amgen Inc* Healthcare 4.73 0.43
    Johnson & Johnson* Healthcare 1.27 0.41
    Netflix Inc* Consumer Cyclical 26.69 0.40
    Citigroup Inc* Financial Services 21.24 0.39
    Wells Fargo & Co* Financial Services 8.53 0.39
    PayPal Holdings Inc* Financial Services 8.36 0.36
    The Home Depot Inc* Consumer Cyclical 4.52 0.35
    Verizon Communications Inc* Communication Services 2.62 0.34
    Boston Scientific Corp* Healthcare 6.65 0.30
    Walt Disney Co* Consumer Cyclical 1.27 0.26
    McDonald's Corp* Consumer Cyclical 2.82 0.25
    Becton, Dickinson and Co* Healthcare 7.44 0.24
    Intel Corp* Technology 4.82 0.21
    Amphenol Corp Class A* Technology 1.81 0.19

    Worst 5-Year Relative Performance | More
    01-18-19

    Lowest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity® Contrafund William Danoff 28.30
    Fidelity® Growth Com Steven S. Wymer 22.10
    Fidelity® Real Estat Steve J. Buller 21.10
    Fidelity® Diversifie William Bower 17.80
    Fidelity® Real Estat Mark P. Snyderman 16.00

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity Advisor® In Janet Glazer 0.10
    Fidelity® Select Com Matthew Drukker 0.10
    Fidelity® Select Ind Janet Glazer 0.10
    Fidelity® High Incom Michael Weaver 0.20
    Fidelity® Select Bro Charlie Ackerman 0.20