Fidelity Investments Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    04-30-19

    Total ReturnCategory Average
    Total Return1.656.4620.23-5.3014.24
    Category Average-0.066.4118.08-5.4713.96
    Assets for Each Yr*1,081.391,109.161,534.551,697.961,993.44
    *billions

    Trailing Returns %
    04-30-19

      YTD 3 Year 5 Year    
    Fund Family 14.24 11.32 8.45

    Key Stats
    04-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,993,441 mil $0 3.25 96.75
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.7 49.33 0.77 Below Avg
    International Stock 3.3 10.39 1.12 Average
    Municipal Bond 3.2 1.82 0.62 Below Avg
    Taxable Bond 3.9 11.37 0.71 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-24-19

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 21.39 1.68
    Apple Inc* Technology 14.41 1.37
    Alphabet Inc A* Technology 8.96 0.97
    UnitedHealth Group Inc* Healthcare -0.24 0.83
    Visa Inc Class A* Financial Services 23.65 0.81
    Alphabet Inc Class C* Technology 9.45 0.68
    Salesforce.com Inc* Technology 12.81 0.64
    Bank of America Corporation* Financial Services 14.98 0.55
    Mastercard Inc A* Financial Services 33.65 0.55
    JPMorgan Chase & Co* Financial Services 14.02 0.48
    Netflix Inc* Consumer Cyclical 32.40 0.47
    PayPal Holdings Inc* Financial Services 30.63 0.43
    Berkshire Hathaway Inc B* Financial Services -1.22 0.42
    NVIDIA Corp* Technology 8.85 0.41
    Exxon Mobil Corp* Energy 11.15 0.40
    Berkshire Hathaway Inc A* Financial Services -0.98 0.39
    Comcast Corp Class A* Communication Services 25.93 0.35
    Johnson & Johnson* Healthcare 9.03 0.34
    The Home Depot Inc* Consumer Cyclical 13.46 0.33
    Verizon Communications Inc* Communication Services 7.66 0.32

    Best 5-Year Relative Performance | More
    05-24-19

    Worst 5-Year Relative Performance | More
    05-24-19

    Lowest Expenses | More
    05-24-19

    Longest Manager Tenure | More
    05-24-19

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity® Contrafund William Danoff 28.70
    Fidelity® Growth Com Steven S. Wymer 22.40
    Fidelity® Real Estat Steve J. Buller 21.40
    Fidelity® Diversifie William Bower 18.10
    Fidelity® Capital & Mark Notkin 15.80

    Shortest Manager Tenure | More
    05-24-19

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity SAI Inflati Eric Matteson 0.40
    Strategic Advisers® Jonathan Duggan 0.40
    Fidelity Advisor® In Janet Glazer 0.50
    Fidelity® Select Com Matthew Drukker 0.50
    Fidelity® Select Ind Janet Glazer 0.50