54.81 Up unch unch
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 54.81
Category Mid-Cap Blend
Net Assets 1.15 Bil
Yield 0.51%
Morningstar Risk High
Morningstar Return High
  • Last NAV update 4/17/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
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.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 24.71% -10.44% 29.68% 36.81% 1.07%
Value ($) 12,471.36 11,169.91 14,485.29 19,817.82 20,029.78
  • Year to date performance as of 4/17/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Fidelity Investments
Fund Manager Thomas Soviero
Tenure (Years) 11
Fund Status Open
Minimum Initial Purchase 10,000.00
Minimum IRA Investment 500.00
Front Load 0.00
Expense Ratio 0.84%
PERFORMANCE
Symbol Value ($)
1 Month 0.85%
3 Months 1.22%
1 Year 27.59%
3 Years* 14.44%
5 Years* 24.65%
  • * Annualized returns
  • Performance as of 4/17/2014 12:00 AM ET
PEER COMPARISON
  FLVIX Mid-Cap Blend
5-Yr Return 24.65% 19.73%
Sharpe Ratio 0.80 2.01
Net Assets 1.15 Bil 692.91 Mil
Avg Market Cap 15.90 Bil 7.26 Bil
Avg P/E 13.43 19.80
Portfolio Turnover 17 65
HOLDINGS
Symbol Value ($)
Stocks 91.52%
Cash 7.80%
Fixed Income 0.57%
Other 0.11%
DATA PROVIDERS

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