38.96 Up +0.20 +0.52%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 38.76
Category Industrials
Net Assets 408.06 Mil
Yield 0.36%
Morningstar Risk Average
Morningstar Return Average
  • Last NAV update 7/22/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks capital appreciation. The fund normally invests primarily in common stocks. It invests at least 80% of assets in securities of companies principally engaged in the research, development, manufacture, distribution, supply, or sale of industrial products, services, or equipment. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. The fund is non-diversified.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 30.58% -5.12% 19.39% 39.41% 3.40%
Value ($) 13,058.06 12,389.92 14,792.35 20,621.84 21,322.37
  • Year to date performance as of 7/22/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Fidelity Investments
Fund Manager Tobias Welo
Tenure (Years) 7
Fund Status Open
Minimum Initial Purchase 2,500.00
Minimum IRA Investment 500.00
Front Load 5.75
Expense Ratio 1.11%
PERFORMANCE
Symbol Value ($)
1 Month -1.27%
3 Months 2.31%
1 Year 18.23%
3 Years* 15.54%
5 Years* 21.51%
  • * Annualized returns
  • Performance as of 7/22/2014 12:00 AM ET
PEER COMPARISON
  FCLAX Industrials
5-Yr Return 21.51% 21.18%
Sharpe Ratio 0.96 2.52
Net Assets 408.06 Mil 177.86 Mil
Avg Market Cap 20.85 Bil 44.65 Bil
Avg P/E 17.35 18.70
Portfolio Turnover 78 191
HOLDINGS
Symbol Value ($)
Stocks 97.96%
Cash 1.69%
Fixed Income 0.00%
Other 0.34%
DATA PROVIDERS

Copyright © 2014 Microsoft. All rights reserved.

Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.

Financial data in US dollars | Page generated 4:09 PM ET
1-YEAR CHART Full-page chart
RECENT QUOTES
WATCHLIST
You're not signed in
You’re not signed in to MSN Money, so you’re seeing the Watchlist that is tied to your computer. For a more consistent Watchlist experience, sign in to MSN Money. Learn more
SYMBOL
LAST
CHANGE
SHARES
Quotes delayed at least 15 min
Sponsored by:
MARKET UPDATE
[BRIEFING.COM] Recent action saw the S&P 500 (+0.2%) inch back in the direction of its session high at 1989.29, while the Dow Jones Industrial Average (-0.1%) has yet to poke its head out of negative territory. All in all, today's session has been fa ... More
Sponsored by: