29.08 Down -0.26 -0.89%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 29.34
Category Industrials
Net Assets 897.24 Mil
Yield 0.90%
Morningstar Risk Average
Morningstar Return Above Average
  • Last NAV update 5/22/2013 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks capital appreciation. The fund invests primarily in common stocks. It normally 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 $10,000
  2009 2010 2011 2012 2013
Return 38.91% 31.08% -4.88% 19.60% 16.61%
Value ($) 13,891.00 18,208.32 17,319.75 20,714.42 24,155.09
  • Year to date performance as of 5/21/2013 8:00 PM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Fidelity Investments
Fund Manager Tobias Welo
Tenure (Years) 6
Fund Status Open
Minimum Initial Purchase 2,500.00
Minimum IRA Investment 200.00
Front Load 0.00
Expense Ratio 0.84%
PERFORMANCE
Symbol Value ($)
1 Month 8.27%
3 Months 6.85%
1 Year 30.45%
3 Years* 18.25%
5 Years* 7.96%
  • * Annualized returns
  • Performance as of 5/21/2013 8:00 PM ET
PEER COMPARISON
  FCYIX Industrials
5-Yr Return 7.96% 4.95%
Sharpe Ratio 0.66 0.60
Net Assets 897.24 Mil 111.44 Mil
Avg Market Cap 19.84 Bil 18.60 Bil
Avg P/E 18.25 13.83
Portfolio Turnover 75 103
HOLDINGS
Symbol Value ($)
Stocks 93.60%
Cash 5.96%
Fixed Income 0.00%
Other 0.43%
DATA PROVIDERS

Copyright © 2013 Microsoft. All rights reserved.

Quotes are real-time for NASDAQ, NYSE and AMEX. See delay times for other exchanges.

Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.

Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial Exchanges Ltd.

Financial data in US dollars | Page generated 10:39 AM 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] Key indices continue to hover near their lows with the S&P 500 down 1.1%. New home sales in April hit an annualized rate of 454,000, which was up from the March rate of 444,000, and better than the rate of 425,000 that had been broadly ... More
Sponsored by: