Fidelity Investments Fund Family Report
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  • Performance
    10-31-17

    Total ReturnCategory Average
    Total Return21.958.051.397.1816.62
    Category Average20.566.83-0.336.7214.81
    Assets for Each Yr*1,265.081,350.251,352.291,399.131,727.32
    *billions

    Trailing Returns %
    10-31-17

      YTD 3 Year 5 Year    
    Fund Family 16.62 8.57 11.27

    Key Stats
    10-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,727,322 mil $2,500 4.01 95.99
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.7 47.76 0.80 Below Avg
    International Stock 3.4 10.74 1.18 Average
    Municipal Bond 3.5 1.90 0.63 Below Avg
    Taxable Bond 3.7 15.52 0.69 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-20-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 48.89 1.69
    Facebook Inc A* Technology 55.36 1.50
    Amazon.com Inc* Consumer Cyclical 50.20 1.22
    Alphabet Inc A* Technology 30.56 1.16
    Microsoft Corp* Technology 35.37 1.04
    Alphabet Inc C* Technology 31.95 0.86
    UnitedHealth Group Inc* Healthcare 32.70 0.71
    JPMorgan Chase & Co* Financial Services 17.11 0.67
    Amgen Inc* Healthcare 18.59 0.62
    Visa Inc Class A* Financial Services 41.81 0.61
    Wells Fargo & Co* Financial Services 0.87 0.56
    Bank of America Corporation* Financial Services 22.22 0.56
    Citigroup Inc* Financial Services 22.85 0.51
    NVIDIA Corp* Technology 100.96 0.51
    Berkshire Hathaway Inc A* Financial Services 11.42 0.46
    Salesforce.com Inc* Technology 56.84 0.44
    Johnson & Johnson* Healthcare 21.87 0.44
    Activision Blizzard Inc* Technology 77.87 0.40
    Tesla Inc* Consumer Cyclical 44.48 0.38
    Mastercard Inc A* Financial Services 45.70 0.37

    Best 5-Year Relative Performance | More
    11-20-17

    Longest Manager Tenure | More
    11-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity® Contrafund William Danoff 27.20
    Fidelity Advisor® Em John H. Carlson 22.40
    Fidelity® New Market John H. Carlson 22.40
    Fidelity® Growth Com Steven S. Wymer 20.90
    Fidelity® Real Estat Steve J. Buller 19.90

    Shortest Manager Tenure | More
    11-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity® Select Con James McElligott 0.00
    Fidelity® Select Mat Richard Malnight 0.00
    Fidelity® OTC Sonu Kalra 0.20
    Fidelity Advisor® Co Katherine Shaw 0.30
    Fidelity Advisor® Gl Geoffrey D. Stein 0.30