Performance
Trailing returns
| 1 day |
| -0.39% | |||
| 1 week | +1.68% |
| |||
| 4 week | +6.97% |
| |||
| 3 month | +7.94% |
| |||
| YTD | +17.94% |
| |||
| 1 year | +39.80% |
| |||
| 3 years* | +15.70% |
| |||
| 5 years* | +2.40% |
| |||
| *annualized | |||||
| Best 3 month return | +47.98% | |
| Worst 3 month return | -53.09% |
Morningstar statistics
Morningstar category: Mid-Cap Blend
| Return | Risk | Rating | |
| 3 years | Average | Above Average |
 
|
| 5 years | Below Average | High |
|
| 10 years | High | High |
|
| Overall | Above Average | High |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 3.73B | |
| Front load | 3.50% | |
| Deferred load | - | |
| Expense ratio | 1.35% | |
| Management fee | - | |
| Fund family | Fidelity Investments |
Asset allocation
| Cash | 7.10% | |
| Stocks | 91.03% | |
| Bonds | 1.33% | |
| Preferred | 0.43% | |
| Convertible | 0.11% | |
| Other | 0.00% |
Purchase information
| Initial | US$10,000 | |
| IRA Initial | US$500 | |
| AIP Initial | US$10,000 | |
| AIP Additional | US$100 |
45.94+0.51(1.12%)
May 17, 4:00PM EDT
Overall Morningstar RatingTM
Description
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in stocks. It normally invests primarily in common stocks of leveraged companies (companies that issue lower-quality debt and other companies with leveraged capital structures). The fund may also invest in lower-quality debt securities. It may invest in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both.
Fund filings (PDF) »
Fund filings (PDF) »
Asset manager:
Thomas Soviero (Started: Jul 15, 2003)
Thomas Soviero (Started: Jul 15, 2003)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | 6.68 | -4.58 | -1.54 | 4.42 | |
| Beta* | 1.10 | 1.42 | 1.45 | 1.45 | |
| Mean annual return | 2.05 | 1.18 | 0.70 | 1.35 | |
| R-squared* | 80.93 | 91.08 | 81.91 | 77.99 | |
| Standard deviation | 12.55 | 22.40 | 30.29 | 24.01 | |
| Sharpe ratio | 1.95 | 0.63 | 0.27 | 0.61 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| LyondellBasell Industries NV (LYB) | 8.37% | |
| Service Corporation International, Inc. (SCI) | 4.42% | |
| AES Corp (AES) | 3.29% | |
| Comcast Corp Class A (CMCSA) | 3.01% | |
| General Motors Co (GM) | 2.79% | |
| HollyFrontier Corp (HFC) | 2.49% | |
| Tenet Healthcare Corp (THC) | 2.33% | |
| Ford Motor Co (F) | 2.11% | |
| GameStop Corp Class A (GME) | 1.74% | |
| Cinemark Holdings Inc (CNK) | 1.72% |