Fidelity Investments Fund Family Report
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  • Select a Fund Family
  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return21.397.921.347.285.86
    Category Average20.186.74-0.396.785.32
    Assets for Each Yr*1,348.981,438.131,439.051,492.041,567.84
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 5.86 6.85 9.29

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,567,835 mil $2,500 4.34 95.66
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 47.86 0.85 Below Avg
    International Stock 3.6 10.20 1.19 Average
    Municipal Bond 3.5 1.97 0.63 Below Avg
    Taxable Bond 3.7 15.29 0.72 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-21-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 23.33 1.67
    Facebook Inc A* Technology 24.88 1.18
    Amazon.com Inc* Consumer Cyclical 19.82 1.07
    Alphabet Inc A* Technology 8.39 0.96
    Microsoft Corp* Technology 7.48 0.92
    Alphabet Inc C* Technology 9.25 0.80
    JPMorgan Chase & Co* Financial Services -0.92 0.69
    Wells Fargo & Co* Financial Services -3.14 0.61
    Amgen Inc* Healthcare 10.50 0.60
    UnitedHealth Group Inc* Healthcare 7.34 0.60
    Bank of America Corporation* Financial Services 3.10 0.58
    Visa Inc Class A* Financial Services 17.04 0.54
    Citigroup Inc* Financial Services -2.61 0.44
    Berkshire Hathaway Inc A* Financial Services 0.59 0.43
    Johnson & Johnson* Healthcare 6.38 0.39
    Salesforce.com Inc* Technology 22.39 0.38
    NVIDIA Corp* Technology -4.61 0.36
    The Home Depot Inc* Consumer Cyclical 12.54 0.36
    Chevron Corp* Energy -9.97 0.35
    General Electric Co* Industrials -5.73 0.34

    Best 5-Year Relative Performance | More
    04-21-17

    Worst 5-Year Relative Performance | More
    04-21-17

    Highest Expenses | More
    04-21-17

    Longest Manager Tenure | More
    04-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity® Contrafund William Danoff 26.60
    Fidelity Advisor® Em John H. Carlson 21.80
    Fidelity® New Market John H. Carlson 21.80
    Fidelity® Growth Com Steven S. Wymer 20.30
    Fidelity® Real Estat Steve J. Buller 19.30

    Shortest Manager Tenure | More
    04-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity Advisor® Ov Vincent Montemaggior 0.50
    Fidelity® Select Che Richard Malnight 0.50
    Fidelity® Select Ret Nicola Stafford 0.50
    Fidelity® Select Wir Matthew Drukker 0.50
    Fidelity Advisor® Em John Dance 0.60