|Net Assets||2.58 Bil|
|Morningstar Risk||Below Average|
- Last NAV update 12/9/2013 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 12/9/2013 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 12/9/2013 12:00 AM ET
|Net Assets||2.58 Bil||690.68 Mil|
|Avg Market Cap||54.72 Bil||71.87 Bil|
Copyright © 2013 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.