20.83 Up +0.09 +0.43%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 20.74
Category Large Growth
Net Assets 1.93 Bil
Yield 0.00%
Morningstar Risk Average
Morningstar Return High
  • Last NAV update 8/29/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks capital growth. The fund normally invests at least 80% of assets in stocks. It invests primarily in common stocks. The fund invests in 30-80 stocks. It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. 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 $10,000
  2010 2011 2012 2013 2014
Return 24.09% 0.57% 16.54% 38.09% 5.52%
Value ($) 12,409.09 12,480.02 14,543.81 20,082.97 21,191.91
  • Year to date performance as of 8/29/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Fidelity Investments
Fund Manager Stephen DuFour
Tenure (Years) 7
Fund Status Open
Minimum Initial Purchase 2,500.00
Minimum IRA Investment 500.00
Front Load 0.00
Expense Ratio 0.89%
PERFORMANCE
Symbol Value ($)
1 Month 1.61%
3 Months 3.17%
1 Year 21.69%
3 Years* 20.03%
5 Years* 18.23%
  • * Annualized returns
  • Performance as of 8/29/2014 12:00 AM ET
PEER COMPARISON
  FTQGX Large Growth
5-Yr Return 18.23% 15.90%
Sharpe Ratio 1.40 1.61
Net Assets 1.93 Bil 743.58 Mil
Avg Market Cap 36.60 Bil 69.92 Bil
Avg P/E 20.21 22.27
Portfolio Turnover 200 71
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 12:34 AM ET
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