Performance
Trailing returns
| 1 day |
| -0.15% | |||
| 1 week |
| -1.26% | |||
| 4 week |
| -1.16% | |||
| 3 month | +5.08% |
| |||
| YTD | +14.53% |
| |||
| 1 year | +13.72% |
| |||
| 3 years* | +11.93% |
| |||
| 5 years* |
| -1.21% | |||
| *annualized | |||||
| Best 3 month return | +57.76% | |
| Worst 3 month return | -33.47% |
Morningstar statistics
Morningstar category: Large Growth
| Return | Risk | Rating | |
| 3 years | Below Average | Above Average |
 
|
| 5 years | Below Average | Above Average |
|
| 10 years | Average | Above Average |
|
| Overall | Below Average | Above Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 615.27M | |
| Front load | 3.50% | |
| Deferred load | - | |
| Expense ratio | 1.54% | |
| Management fee | - | |
| Fund family | Fidelity Investments |
Asset allocation
| Cash | 4.05% | |
| Stocks | 95.81% | |
| Bonds | 0.00% | |
| Preferred | 0.02% | |
| Convertible | 0.10% | |
| Other | 0.01% |
Purchase information
| Initial | US$2,500 | |
| IRA Initial | US$500 | |
| AIP Initial | US$2,500 | |
| AIP Additional | US$100 |
20.11-0.03(-0.15%)
Oct 26, 4:00PM EDT
Overall Morningstar RatingTM
Description
The investment seeks capital appreciation. The fund invests at least 80% of assets in stocks. It allocates the assets among Fidelity equity sector central funds that provide exposure to different sectors of the U.S. stock market (at present, these sectors include consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, materials, telecom services, and utilities). Sector central funds are specialized investment vehicles designed to be used by Fidelity funds. The fund invests in domestic and foreign issuers, and in "growth" and/or "value" stocks.
Fund filings (PDF) »
Fund filings (PDF) »
Asset managers:
Douglas Simmons (Started: Jul 31, 2010)
John Dowd (Started: Jul 31, 2010)
Benjamin Hesse (Started: Jul 31, 2010)
Geoffrey Stein (Started: Mar 8, 2010)
Kristina Salen (Started: Jul 31, 2010)
Edward Yoon (Started: Jul 31, 2010)
Charlie Chai (Started: Jul 31, 2010)
Gordon Scott (Started: Apr 30, 2012)
Robert Lee (Started: Jul 31, 2010)
Tobias Welo (Started: Jul 31, 2010)
Chris Sharpe (Started: Mar 8, 2010)
Douglas Simmons (Started: Jul 31, 2010)
John Dowd (Started: Jul 31, 2010)
Benjamin Hesse (Started: Jul 31, 2010)
Geoffrey Stein (Started: Mar 8, 2010)
Kristina Salen (Started: Jul 31, 2010)
Edward Yoon (Started: Jul 31, 2010)
Charlie Chai (Started: Jul 31, 2010)
Gordon Scott (Started: Apr 30, 2012)
Robert Lee (Started: Jul 31, 2010)
Tobias Welo (Started: Jul 31, 2010)
Chris Sharpe (Started: Mar 8, 2010)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | -5.92 | -3.07 | -0.82 | 0.31 | |
| Beta* | 1.16 | 1.17 | 1.10 | 1.12 | |
| Mean annual return | 2.17 | 1.07 | 0.19 | 0.84 | |
| R-squared* | 96.78 | 92.80 | 91.02 | 83.32 | |
| Standard deviation | 16.28 | 18.94 | 22.08 | 18.69 | |
| Sharpe ratio | 1.60 | 0.68 | 0.08 | 0.44 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Apple Inc (AAPL) | 4.22% | |
| Procter & Gamble Co (PG) | 1.79% | |
| General Electric Co (GE) | 1.58% | |
| Google, Inc. Class A (GOOG) | 1.55% | |
| British American Tobacco PLC ADR (BTI) | 1.35% | |
| Chevron Corp (CVX) | 1.25% | |
| Coca-Cola Co (KO) | 1.24% | |
| Exxon Mobil Corporation (XOM) | 1.12% | |
| Amgen Inc (AMGN) | 0.96% | |
| Merck & Co Inc (MRK) | 0.94% |