Fidelity Investments Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return1.656.4620.23-5.309.63
    Category Average-0.036.3118.13-5.459.54
    Assets for Each Yr*1,081.391,109.161,534.551,697.961,875.50
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 9.63 12.14 7.27

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,875,496 mil $0 3.37 96.63
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 48.82 0.76 Below Avg
    International Stock 3.3 10.47 1.12 Average
    Municipal Bond 3.2 1.88 0.60 Below Avg
    Taxable Bond 3.8 15.96 0.70 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-20-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 16.16 1.74
    Alphabet Inc A* Technology 17.37 1.00
    Alphabet Inc Class C* Technology 18.19 0.70
    Salesforce.com Inc* Technology 19.38 0.64
    Bank of America Corporation* Financial Services 16.84 0.61
    JPMorgan Chase & Co* Financial Services 7.89 0.54
    Adobe Inc* Technology 14.81 0.50
    Berkshire Hathaway Inc B* Financial Services -0.45 0.43
    Berkshire Hathaway Inc A* Financial Services -0.16 0.42
    Amgen Inc* Healthcare -1.08 0.37
    Citigroup Inc* Financial Services 24.38 0.36
    Comcast Corp Class A* Communication Services 15.92 0.34
    Wells Fargo & Co* Financial Services 10.35 0.34
    Verizon Communications Inc* Communication Services 3.65 0.31
    Chevron Corp* Energy 15.71 0.30
    Boeing Co* Industrials 17.28 0.29
    Walt Disney Co* Consumer Cyclical 0.31 0.24
    Intel Corp* Technology 15.35 0.22
    General Electric Co* Industrials 37.25 0.21
    Pfizer Inc* Healthcare -2.57 0.20

    Best 5-Year Relative Performance | More
    03-20-19

    Worst 5-Year Relative Performance | More
    03-20-19

    Lowest Expenses | More
    03-20-19

    Longest Manager Tenure | More
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity® Contrafund William Danoff 28.50
    Fidelity® Growth Com Steven S. Wymer 22.20
    Fidelity® Real Estat Steve J. Buller 21.20
    Fidelity® Diversifie William Bower 18.00
    Fidelity® Capital & Mark Notkin 15.70

    Shortest Manager Tenure | More
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity Advisor® In Janet Glazer 0.30
    Fidelity® Select Com Matthew Drukker 0.30
    Fidelity® Select Ind Janet Glazer 0.30
    Fidelity SAI Total B Michael Foggin 0.40
    Fidelity® High Incom Michael Weaver 0.40