Fidelity Investments Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return8.241.517.1020.052.58
    Category Average6.98-0.226.7118.131.84
    Assets for Each Yr*1,248.921,253.461,294.151,765.491,846.87
    *billions

    Trailing Returns %
    06-30-18

      YTD 3 Year 5 Year    
    Fund Family 2.58 8.87 10.56

    Key Stats
    06-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,846,868 mil $2,500 3.67 96.33
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.7 49.00 0.73 Below Avg
    International Stock 3.1 10.27 1.09 Average
    Municipal Bond 3.2 1.88 0.58 Below Avg
    Taxable Bond 3.8 15.36 0.64 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-13-18

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 55.03 1.63
    Microsoft Corp* Technology 24.23 1.48
    Apple Inc* Technology 13.86 1.41
    Alphabet Inc A* Technology 14.34 0.96
    UnitedHealth Group Inc* Healthcare 18.09 0.80
    Alphabet Inc C* Technology 13.61 0.75
    Visa Inc Class A* Financial Services 22.65 0.66
    JPMorgan Chase & Co* Financial Services 1.03 0.65
    Bank of America Corporation* Financial Services -2.47 0.61
    Adobe Systems Inc* Technology 47.56 0.50
    Wells Fargo & Co* Financial Services -7.47 0.44
    Citigroup Inc* Financial Services -9.10 0.43
    The Home Depot Inc* Consumer Cyclical 5.92 0.36
    Chevron Corp* Energy 0.87 0.34
    Activision Blizzard Inc* Technology 29.25 0.33
    Exxon Mobil Corp* Energy 1.51 0.32
    Johnson & Johnson* Healthcare -8.62 0.31
    Boston Scientific Corp* Healthcare 34.53 0.24
    Comcast Corp Class A* Communication Services -12.02 0.24
    Boeing Co* Industrials 20.11 0.22

    Worst 5-Year Relative Performance | More
    07-13-18

    Lowest Expenses | More
    07-13-18

    Longest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity® Contrafund William Danoff 27.80
    Fidelity® New Market John H. Carlson 23.10
    Fidelity Advisor® Em John H. Carlson 23.00
    Fidelity® Growth Com Steven S. Wymer 21.50
    Fidelity® Real Estat Steve J. Buller 20.50

    Shortest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity Advisor® Se Jennifer Fo 0.00
    Fidelity® China Regi Stephen Lieu 0.30
    Fidelity® Small Cap Patrick Venanzi 0.50
    Strategic Advisers® Christopher Heavey 0.50
    Fidelity® SAI Intern Louis Bottari 0.60