|Net Assets||2.75 Bil|
|Morningstar Return||Above Average|
- Last NAV update 8/20/2014 4:00 PM ET
|The investment seeks reasonable income; it also considers the potential for capital appreciation. The fund normally invests at least 80% of assets in equity securities. It uses a neutral mix of approximately 50% common stocks, 15% REITs and other real estate related investments, 15% convertible securities, and 20% preferred stocks. The fund invests the fund's assets with a focus on equity securities that pay current dividends and show potential for capital appreciation, which tends to lead to investments in "value" stocks in the common stock category. It invests in domestic and foreign issuers.|
- Year to date performance as of 8/20/2014 12:00 AM ET
|Fund Family||Fidelity Investments|
|Fund Manager||Samuel Wald|
|Minimum Initial Purchase||2,500.00|
|Minimum IRA Investment||2,500.00|
- * Annualized returns
- Performance as of 8/20/2014 12:00 AM ET
|Net Assets||2.75 Bil||702.44 Mil|
|Avg Market Cap||56.57 Bil||35.54 Bil|
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