126.43 Up +0.71 +0.56%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 125.72
Category Large Growth
Net Assets 24.08 Bil
Yield 0.15%
Morningstar Risk Above Average
Morningstar Return High
  • Last NAV update 7/30/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests in companies that the advisor believes have above-average growth potential (stocks of these companies are often called "growth" stocks). 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.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 20.55% 0.67% 18.52% 37.61% 6.08%
Value ($) 12,054.65 12,135.87 14,383.38 19,792.30 20,995.67
  • Year to date performance as of 7/30/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Fidelity Investments
Fund Manager Steven Wymer
Tenure (Years) 18
Fund Status Closed
Minimum Initial Purchase 2,500.00
Minimum IRA Investment 2,500.00
Front Load 0.00
Expense Ratio 0.83%
PERFORMANCE
Symbol Value ($)
1 Month -0.36%
3 Months 6.43%
1 Year 20.24%
3 Years* 17.00%
5 Years* 19.49%
  • * Annualized returns
  • Performance as of 7/30/2014 12:00 AM ET
PEER COMPARISON
  FDGRX Large Growth
5-Yr Return 19.49% 16.12%
Sharpe Ratio 1.06 2.25
Net Assets 24.08 Bil 743.58 Mil
Avg Market Cap 31.17 Bil 71.24 Bil
Avg P/E 21.98 23.44
Portfolio Turnover 26 72
HOLDINGS
Symbol Value ($)
Stocks 99.58%
Cash 0.42%
Fixed Income 0.00%
Other 0.00%
DATA PROVIDERS

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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 9:30 AM ET
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