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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
    05-31-13

    Total ReturnCategory Average
    Total Return32.0515.37-1.3514.219.09
    Category Average29.9114.34-1.7113.388.60
    Assets for Each Yr*834.081,000.49965.251,117.431,234.67
    *billions

    Trailing Returns %
    05-31-13

      YTD 3 Year 5 Year    
    Fund Family 9.09 12.54 4.39

    Key Stats
    05-31-13

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,234,671 mil $2,500 6.25 93.75
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 45.29 1.07 Average
    International Stock 3.3 9.17 1.38 Average
    Municipal Bond 4.0 2.55 0.71 Below Avg
    Taxable Bond 3.5 17.49 0.82 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-18-13

      Sector YTD Return % % Net Assets  
    Google, Inc. Class A* Technology 27.32 1.25
    Apple Inc* Technology -17.80 1.22
    Wells Fargo & Co* Financial Services 21.09 0.60
    Coca-Cola Co* Consumer Defensive 14.46 0.57
    Amgen Inc* Healthcare 18.84 0.52
    Exxon Mobil Corporation* Energy 7.60 0.45
    Gilead Sciences Inc* Healthcare 41.43 0.45
    Visa, Inc.* Financial Services 21.83 0.42
    Procter & Gamble Co* Consumer Defensive 18.14 0.41
    Biogen Idec Inc* Healthcare 44.02 0.41
    Citigroup Inc* Financial Services 26.47 0.40
    Comcast Corp Class A* Communication Services 8.63 0.40
    Berkshire Hathaway Inc Class A* Financial Services 28.73 0.39
    JPMorgan Chase & Co* Financial Services 24.43 0.38
    General Electric Co* Industrials 16.82 0.37
    Microsoft Corporation* Technology 32.69 0.36
    Johnson & Johnson* Healthcare 25.01 0.34
    Chevron Corp* Energy 14.13 0.34
    Walt Disney Co* Consumer Cyclical 31.13 0.34
    MasterCard Incorporated Class A* Financial Services 19.14 0.33

    Best 5-Year Relative Performance | More
    06-18-13

    Fund Name 5-Yr Rank Analyst Report  
    Fidelity Japan Smaller Compa 1 11-09-09
    Fidelity Select Air Transpor 1 --
    Fidelity Select Chemicals 1 --
    Fidelity Select Retailing 1 --
    Fidelity Small Cap Discovery 1 01-17-13

    Worst 5-Year Relative Performance | More
    06-18-13

    Fund Name 5-Yr Rank Analyst Report  
    Fidelity Select Envir and Al 100 --
    Fidelity Advisor 130/30 Larg 99 10-01-09
    Fidelity Advisor Value Leade 98 --
    Fidelity Blue Chip Value 97 12-08-11
    Fidelity Independence 96 10-14-11

    Lowest Expenses | More
    06-18-13

    Fund Name Expense Ratio Analyst Report  
    Fidelity Freedom 2000 0.00 03-08-13
    Fidelity Freedom 2005 0.00 03-08-13
    Fidelity Freedom 2010 0.00 03-08-13
    Fidelity Freedom 2015 0.00 03-08-13
    Fidelity Freedom 2020 0.00 03-08-13

    Highest Expenses | More
    06-18-13

    Fund Name Expense Ratio Analyst Report  
    Fidelity Advisor Large Cap B 2.01 11-14-12
    Fidelity Advisor Stock Selec 1.73 03-20-13
    Fidelity Advisor Strategic I 1.69 11-01-12
    Fidelity Advisor Emerg Mkts 1.64 --
    Fidelity Advisor Intl Sm Cap 1.64 06-29-10

    Longest Manager Tenure | More
    06-18-13

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity Contrafund William Danoff 22.80
    Fidelity Advisor Eme John H. Carlson 18.00
    Fidelity New Markets John H. Carlson 18.00
    Fidelity Growth Comp Steven S. Wymer 16.50
    Fidelity Real Estate Steve J. Buller 15.50

    Shortest Manager Tenure | More
    06-18-13

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity Advisor Fin Christopher T. Lee 0.10
    Fidelity Mid Cap Val Court Dignan 0.10
    Fidelity Select Brok Christopher T. Lee 0.10
    Fidelity Select Fina Christopher T. Lee 0.10
    Fidelity Advisor Eur Risteard Hogan 0.20