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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
    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
    05-23-13

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology -15.85 1.33
    Google, Inc. Class A* Technology 24.80 1.22
    Wells Fargo & Co* Financial Services 18.67 0.60
    Coca-Cola Co* Consumer Defensive 16.44 0.54
    Amgen Inc* Healthcare 23.62 0.51
    Exxon Mobil Corporation* Energy 7.44 0.46
    Visa, Inc.* Financial Services 17.93 0.45
    Gilead Sciences Inc* Healthcare 51.07 0.43
    Comcast Corp Class A* Communication Services 12.46 0.42
    General Electric Co* Industrials 13.63 0.42
    Procter & Gamble Co* Consumer Defensive 17.64 0.41
    Berkshire Hathaway Inc Class A* Financial Services 24.56 0.39
    JPMorgan Chase & Co* Financial Services 22.70 0.38
    Citigroup Inc* Financial Services 27.78 0.37
    Amazon.com Inc* Consumer Cyclical 4.36 0.36
    Chevron Corp* Energy 17.72 0.36
    Biogen Idec Inc* Healthcare 58.93 0.35
    Qualcomm, Inc.* Technology 3.72 0.35
    Pfizer Inc* Healthcare 17.99 0.34
    MasterCard Incorporated Class A* Financial Services 16.15 0.34

    Best 5-Year Relative Performance | More
    05-23-13

    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 IT Services 1 --
    Fidelity Select Retailing 1 --

    Worst 5-Year Relative Performance | More
    05-23-13

    Fund Name 5-Yr Rank Analyst Report  
    Fidelity Japan 100 04-08-11
    Fidelity Advisor 130/30 Larg 99 10-01-09
    Fidelity Advisor Value Leade 98 --
    Fidelity Blue Chip Value 97 12-08-11
    Fidelity Magellan 96 10-26-12

    Lowest Expenses | More
    05-23-13

    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
    05-23-13

    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
    05-23-13

    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
    05-23-13

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity Advisor Flo Eric Mollenhauer 0.10
    Fidelity Mid Cap Val Court Dignan 0.10
    Fidelity Select Phar Asher Anolic 0.10
    Fidelity Advisor Eur Risteard Hogan 0.20
    Fidelity Europe Capi Risteard Hogan 0.20