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Below is a sample Fund Family Report for Fidelity Investments.

Fidelity Investments Fund Family Report
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  • Select a Fund Family

    • Performance
    01-31-10

    Total ReturnCategory Average
    Total Return12.9511.00-34.5132.03-2.89
    Category Average12.329.05-34.0830.32-2.88
    Assets for Each Yr*885.841,019.26618.72822.17813.26
    *billions

    Trailing Returns %
    01-31-10

      YTD 3 Year 5 Year    
    Fund Family -2.89 -2.82 3.20

    Key Stats
    01-31-10

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $813,257 mil $2,500 6.59 93.41
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 50.18 1.16 Below Avg
    International Stock 3.5 11.30 1.41 Average
    Municipal Bond 4.0 3.05 0.75 Below Avg
    Taxable Bond 3.3 15.52 0.89 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-08-10

      Sector YTD Return % % Net Assets  
    Google, Inc.* Telecommunications -13.95 1.27
    Apple, Inc.* Hardware -7.88 1.13
    Wells Fargo Company* Financial Services -1.89 0.88
    J.P. Morgan Chase & Co.* Financial Services -9.41 0.85
    Microsoft Corporation* Software -9.06 0.73
    Pfizer Inc.* Healthcare -0.93 0.56
    Hewlett-Packard Company* Hardware -7.61 0.53
    Procter & Gamble Company* Consumer Goods 1.35 0.52
    Cisco Systems, Inc.* Hardware -1.84 0.51
    Coca-Cola Company* Consumer Goods -7.63 0.51
    Bank of America Corporation* Financial Services -3.85 0.44
    ExxonMobil Corporation* Energy -5.02 0.41
    Chevron Corporation* Energy -8.91 0.39
    Walt Disney Company* Media -8.59 0.38
    Johnson & Johnson* Healthcare -3.17 0.36
    Occidental Petroleum Corporation* Energy -6.21 0.36
    Qualcomm, Inc.* Hardware -18.91 0.36
    Visa, Inc.* Business Services -5.04 0.36
    Merck & Co., Inc.* Healthcare 0.14 0.35
    Schlumberger, Ltd.* Energy -4.56 0.35

    Best 5-Year Relative Performance | More
    02-08-10

    Fund Name 5-Yr Rank Analyst Report  
    Fidelity Canada 1 12-16-09
    Fidelity Japan 1 11-09-09
    Fidelity Select Air Transpor 1 --
    Fidelity Select Consumer Sta 1 03-12-09
    Fidelity Select IT Services 1 --

    Worst 5-Year Relative Performance | More
    02-08-10

    Fund Name 5-Yr Rank Analyst Report  
    Fidelity Select Construction 100 --
    Fidelity Growth & Income 99 09-29-09
    Fidelity Select Home Finance 96 03-01-09
    Fidelity Large Cap Growth 95 --
    Fidelity Advisor Growth Oppo 94 10-16-09

    Lowest Expenses | More
    02-08-10

    Fund Name Expense Ratio Analyst Report  
    Fidelity Spartan 500 Index I 0.10 10-01-09
    Fidelity Spartan Extended Mk 0.10 11-11-09
    Fidelity Spartan Internation 0.10 12-11-09
    Fidelity Spartan S/T Tr Bd I 0.10 --
    Fidelity Spartan Total Marke 0.10 09-22-09

    Highest Expenses | More
    02-08-10

    Fund Name Expense Ratio Analyst Report  
    Fidelity Series Broad Market 2.65 --
    Fidelity Advisor Global Capi 1.69 --
    Fidelity Advisor Small Cap T 1.65 01-08-10
    Fidelity Advisor Overseas T 1.54 12-16-09
    Fidelity Advisor Emerging Ma 1.53 --

    Longest Manager Tenure | More
    02-08-10

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity Low-Priced Joel C. Tillinghast 20.10
    Fidelity Contrafund William Danoff 19.40
    Fidelity Equity-Inco Stephen R. Petersen 16.50
    Fidelity New Markets John H. Carlson 14.60
    Fidelity Advisor Eme John H. Carlson 14.40

    Shortest Manager Tenure | More
    02-08-10

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity Advisor Eme Colin Chickles 0.00
    Fidelity China Regio Joseph Tse 0.00
    Fidelity Series Emer Jim Hayes 0.20
    Fidelity Stock Selec Chris Sharpe 0.20
    Fidelity Large Cap G Jeffrey S. Feingold 0.30