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Below is a sample Fund Family Report for Fidelity Investments.

Fidelity Investments Fund Family Report
 | 

  • Select a Fund Family

    • Performance
    04-30-13

    Total ReturnCategory Average
    Total Return32.0515.36-1.3614.218.23
    Category Average29.8814.32-1.7013.437.84
    Assets for Each Yr*834.451,002.19968.341,118.051,223.34
    *billions

    Trailing Returns %
    04-30-13

      YTD 3 Year 5 Year    
    Fund Family 8.23 9.87 4.68

    Key Stats
    04-30-13

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,223,340 mil $2,500 6.29 93.71
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 44.62 1.07 Average
    International Stock 3.3 9.42 1.38 Average
    Municipal Bond 4.0 2.61 0.71 Below Avg
    Taxable Bond 3.5 17.78 0.82 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-20-13

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology -15.70 1.33
    Google, Inc. Class A* Technology 28.44 1.22
    Wells Fargo & Co* Financial Services 19.22 0.60
    Coca-Cola Co* Consumer Defensive 17.68 0.55
    Amgen Inc* Healthcare 19.63 0.51
    Exxon Mobil Corporation* Energy 8.28 0.46
    Visa, Inc.* Financial Services 20.25 0.45
    Gilead Sciences Inc* Healthcare 51.78 0.43
    Comcast Corp Class A* Communication Services 11.66 0.42
    General Electric Co* Industrials 13.20 0.42
    Procter & Gamble Co* Consumer Defensive 18.21 0.41
    Berkshire Hathaway Inc Class A* Financial Services 26.21 0.39
    JPMorgan Chase & Co* Financial Services 20.29 0.38
    Citigroup Inc* Financial Services 30.49 0.37
    Amazon.com Inc* Consumer Cyclical 6.68 0.36
    Chevron Corp* Energy 17.14 0.36
    Biogen Idec Inc* Healthcare 53.84 0.35
    Qualcomm, Inc.* Technology 7.26 0.35
    Pfizer Inc* Healthcare 16.35 0.34
    Salesforce.com, Inc.* Technology 11.86 0.33

    Best 5-Year Relative Performance | More
    05-20-13

    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
    05-20-13

    Fund Name 5-Yr Rank Analyst Report  
    Fidelity Advisor 130/30 Larg 99 10-01-09
    Fidelity Advisor Value Leade 98 --
    Fidelity Blue Chip Value 98 12-08-11
    Fidelity Magellan 97 10-26-12
    Fidelity Growth & Income 95 02-25-13

    Lowest Expenses | More
    05-20-13

    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
    05-20-13

    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
    05-20-13

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity Contrafund William Danoff 22.70
    Fidelity Advisor Eme John H. Carlson 17.90
    Fidelity New Markets John H. Carlson 17.90
    Fidelity Growth Comp Steven S. Wymer 16.40
    Fidelity Real Estate Steve J. Buller 15.40

    Shortest Manager Tenure | More
    05-20-13

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity Advisor Eur Risteard Hogan 0.10
    Fidelity Advisor Flo Eric Mollenhauer 0.10
    Fidelity Europe Capi Risteard Hogan 0.10
    Fidelity Mid Cap Val Court Dignan 0.10
    Fidelity Select Phar Asher Anolic 0.10