Fidelity Investments Fund Family Report
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  • Performance
    05-31-17

    Total ReturnCategory Average
    Total Return21.397.921.347.289.29
    Category Average20.186.74-0.386.788.23
    Assets for Each Yr*1,348.971,438.111,439.041,492.031,613.49
    *billions

    Trailing Returns %
    05-31-17

      YTD 3 Year 5 Year    
    Fund Family 9.29 7.38 11.23

    Key Stats
    05-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,613,492 mil $2,500 4.26 95.74
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 47.57 0.85 Below Avg
    International Stock 3.6 10.70 1.17 Average
    Municipal Bond 3.5 1.97 0.63 Below Avg
    Taxable Bond 3.6 15.36 0.71 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-26-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 26.94 1.71
    Facebook Inc A* Technology 33.50 1.27
    Amazon.com Inc* Consumer Cyclical 32.55 1.13
    Alphabet Inc A* Technology 22.67 1.02
    Microsoft Corp* Technology 14.76 0.96
    Alphabet Inc C* Technology 23.38 0.85
    JPMorgan Chase & Co* Financial Services 2.24 0.65
    UnitedHealth Group Inc* Healthcare 16.53 0.63
    Amgen Inc* Healthcare 20.35 0.58
    Wells Fargo & Co* Financial Services -2.63 0.57
    Bank of America Corporation* Financial Services 4.25 0.56
    Visa Inc Class A* Financial Services 22.47 0.54
    Citigroup Inc* Financial Services 7.86 0.45
    Tesla Inc* Consumer Cyclical 76.65 0.43
    Berkshire Hathaway Inc A* Financial Services 3.01 0.40
    Salesforce.com Inc* Technology 28.70 0.39
    Johnson & Johnson* Healthcare 19.76 0.38
    The Home Depot Inc* Consumer Cyclical 14.26 0.38
    NVIDIA Corp* Technology 42.80 0.34
    Activision Blizzard Inc* Technology 67.60 0.34

    Best 5-Year Relative Performance | More
    06-26-17

    Worst 5-Year Relative Performance | More
    06-26-17

    Highest Expenses | More
    06-26-17

    Longest Manager Tenure | More
    06-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity® Contrafund William Danoff 26.80
    Fidelity Advisor® Em John H. Carlson 22.00
    Fidelity® New Market John H. Carlson 22.00
    Fidelity® Growth Com Steven S. Wymer 20.50
    Fidelity® Real Estat Steve J. Buller 19.50

    Shortest Manager Tenure | More
    06-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity® Flex Mid C Justin Bennett 0.00
    Fidelity® Mid Cap Va Kevin Walenta 0.00
    Fidelity® Flex Inter Sammy Simnegar 0.20
    Fidelity® Select Aut Elliot Mattingly 0.20
    Fidelity® Flex 500 I Louis Bottari 0.30