Fidelity Investments Fund Family Report
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  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return8.231.507.0820.10-0.27
    Category Average6.98-0.226.6918.14-0.82
    Assets for Each Yr*1,239.781,245.141,285.951,754.161,795.47
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.27 8.24 7.90

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,795,465 mil $0 3.50 96.50
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 48.60 0.73 Below Avg
    International Stock 3.1 10.05 1.10 Average
    Municipal Bond 3.2 1.90 0.57 Below Avg
    Taxable Bond 3.6 16.36 0.60 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-12-18

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 39.97 1.92
    Microsoft Corp* Technology 26.41 1.67
    UnitedHealth Group Inc* Healthcare 24.71 0.86
    NVIDIA Corp* Technology -1.81 0.64
    JPMorgan Chase & Co* Financial Services 4.20 0.62
    Bank of America Corporation* Financial Services -4.67 0.59
    Mastercard Inc A* Financial Services 32.23 0.49
    Adobe Inc* Technology 35.05 0.48
    Netflix Inc* Consumer Cyclical 53.19 0.48
    Citigroup Inc* Financial Services -11.64 0.43
    Amgen Inc* Healthcare 12.43 0.42
    Berkshire Hathaway Inc A* Financial Services 8.55 0.41
    The Home Depot Inc* Consumer Cyclical -3.70 0.39
    Activision Blizzard Inc* Technology -14.36 0.38
    Berkshire Hathaway Inc B* Financial Services 8.68 0.37
    Wells Fargo & Co* Financial Services -11.01 0.36
    Johnson & Johnson* Healthcare 6.11 0.35
    Boston Scientific Corp* Healthcare 48.97 0.31
    Chevron Corp* Energy -3.55 0.31
    Comcast Corp Class A* Communication Services -3.30 0.29

    Best 5-Year Relative Performance | More
    11-12-18

    Worst 5-Year Relative Performance | More
    11-12-18

    Lowest Expenses | More
    11-12-18

    Longest Manager Tenure | More
    11-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity® Contrafund William Danoff 28.20
    Fidelity® Growth Com Steven S. Wymer 21.90
    Fidelity® Real Estat Steve J. Buller 20.90
    Fidelity® Diversifie William Bower 17.60
    Fidelity® Real Estat Mark P. Snyderman 15.80

    Shortest Manager Tenure | More
    11-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity® High Incom Michael Weaver 0.10
    Fidelity Advisor Fre Andrew Dierdorf 0.20
    Fidelity Advisor Fre Andrew Dierdorf 0.20
    Fidelity Advisor Fre Andrew Dierdorf 0.20
    Fidelity Advisor Fre Andrew Dierdorf 0.20