Fidelity Investments Fund Family Report
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  • Performance
    07-31-17

    Total ReturnCategory Average
    Total Return21.397.921.347.2812.23
    Category Average20.226.73-0.386.7810.85
    Assets for Each Yr*1,348.851,437.921,438.861,491.871,657.95
    *billions

    Trailing Returns %
    07-31-17

      YTD 3 Year 5 Year    
    Fund Family 12.23 8.17 10.94

    Key Stats
    07-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,657,945 mil $2,500 4.16 95.84
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.7 47.43 0.82 Below Avg
    International Stock 3.5 10.85 1.17 Average
    Municipal Bond 3.5 1.93 0.64 Below Avg
    Taxable Bond 3.6 15.38 0.70 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-16-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 40.55 1.62
    Facebook Inc A* Technology 47.76 1.26
    Amazon.com Inc* Consumer Cyclical 30.45 1.14
    Alphabet Inc A* Technology 19.16 1.02
    Microsoft Corp* Technology 20.41 0.94
    Alphabet Inc C* Technology 20.10 0.84
    UnitedHealth Group Inc* Healthcare 21.94 0.66
    JPMorgan Chase & Co* Financial Services 8.44 0.64
    Amgen Inc* Healthcare 19.58 0.60
    Bank of America Corporation* Financial Services 10.14 0.57
    Visa Inc Class A* Financial Services 33.06 0.54
    Wells Fargo & Co* Financial Services -2.30 0.54
    Citigroup Inc* Financial Services 15.01 0.51
    NVIDIA Corp* Technology 54.98 0.43
    Tesla Inc* Consumer Cyclical 69.83 0.42
    Johnson & Johnson* Healthcare 17.88 0.41
    Berkshire Hathaway Inc A* Financial Services 9.72 0.40
    Salesforce.com Inc* Technology 34.74 0.39
    Activision Blizzard Inc* Technology 74.99 0.36
    The Home Depot Inc* Consumer Cyclical 14.88 0.35

    Best 5-Year Relative Performance | More
    08-16-17

    Worst 5-Year Relative Performance | More
    08-16-17

    Highest Expenses | More
    08-16-17

    Longest Manager Tenure | More
    08-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity® Contrafund William Danoff 26.90
    Fidelity® New Market John H. Carlson 22.20
    Fidelity Advisor® Em John H. Carlson 22.10
    Fidelity® Growth Com Steven S. Wymer 20.60
    Fidelity® Real Estat Steve J. Buller 19.60

    Shortest Manager Tenure | More
    08-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Fidelity Advisor® Co Katherine Shaw 0.00
    Fidelity Advisor® Gl Geoffrey Stein 0.00
    Fidelity® Select Con Katherine Shaw 0.00
    Fidelity® Small Cap Lionel T. Harris 0.10
    Fidelity Advisor® Mu Cormac Cullen 0.20