Fidelity Investments Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return8.201.507.1220.00--
    Category Average6.95-0.206.6518.152.21
    Assets for Each Yr*1,260.001,263.481,304.301,669.931,669.93
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 20.00 9.27 11.54

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,669,927 mil $2,500 4.16 95.84
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.6 50.95 0.79 Below Avg
    International Stock 3.4 11.47 1.09 Average
    Municipal Bond 3.4 1.97 0.63 Below Avg
    Taxable Bond 3.7 16.39 0.69 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-16-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 4.11 1.74
    Facebook Inc A* Technology 1.09 1.48
    Amazon.com Inc* Consumer Cyclical 11.58 1.27
    Alphabet Inc A* Technology 7.34 1.17
    Microsoft Corp* Technology 3.29 1.14
    Alphabet Inc C* Technology 7.20 0.86
    UnitedHealth Group Inc* Healthcare 5.64 0.74
    JPMorgan Chase & Co* Financial Services 5.51 0.71
    Visa Inc Class A* Financial Services 5.59 0.64
    Amgen Inc* Healthcare 6.69 0.61
    Bank of America Corporation* Financial Services 5.83 0.61
    Wells Fargo & Co* Financial Services 3.02 0.59
    NVIDIA Corp* Technology 13.75 0.55
    Citigroup Inc* Financial Services 3.63 0.52
    Salesforce.com Inc* Technology 6.51 0.46
    Johnson & Johnson* Healthcare 5.11 0.46
    Berkshire Hathaway Inc A* Financial Services 5.93 0.45
    Berkshire Hathaway Inc B* Financial Services 6.09 0.39
    Activision Blizzard Inc* Technology 8.51 0.39
    Tesla Inc* Consumer Cyclical 9.22 0.37

    Best 5-Year Relative Performance | More
    01-16-18

    Worst 5-Year Relative Performance | More
    01-16-18

    Longest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity® Contrafund William Danoff 27.30
    Fidelity Advisor® Em John H. Carlson 22.60
    Fidelity® New Market John H. Carlson 22.60
    Fidelity® Growth Com Steven S. Wymer 21.00
    Fidelity® Real Estat Steve J. Buller 20.00

    Shortest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity® Select Con James McElligott 0.20
    Fidelity® Select Mat Richard Malnight 0.20
    Fidelity® OTC Sonu Kalra 0.30
    Fidelity® Series Can Risteard Hogan 0.40
    Fidelity Advisor® Co Katherine Shaw 0.50