Fidelity Focused Stock
(FTQGX)
+0.21
+1.19%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 17.62 |
| Category | Large Growth |
| Net Assets | 943.77 Mil |
| Yield | 0.16% |
| Morningstar Risk | Average |
| Morningstar Return | High |
- Last NAV update 5/17/2013 4:00 PM ET
| NA |
|---|
| The investment seeks capital growth. The fund normally invests at least 80% of assets in stocks. It invests primarily in common stocks. The fund invests in 30-80 stocks. It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 25.20% | 24.09% | 0.57% | 16.54% | 17.69% |
| Value ($) | 12,520.00 | 15,536.07 | 15,624.63 | 18,208.94 | 21,430.10 |
- Year to date performance as of 5/16/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Fidelity Investments |
| Fund Manager | Stephen DuFour |
| Tenure (Years) | 6 |
| Fund Status | Open |
| Minimum Initial Purchase | 2,500.00 |
| Minimum IRA Investment | 500.00 |
| Front Load | 0.00 |
| Expense Ratio | 0.92% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 8.19% |
| 3 Months | 9.72% |
| 1 Year | 30.76% |
| 3 Years* | 18.34% |
| 5 Years* | 6.98% |
- * Annualized returns
- Performance as of 5/16/2013 8:00 PM ET
| FTQGX | Large Growth | |
|---|---|---|
| 5-Yr Return | 6.98% | 4.47% |
| Sharpe Ratio | 0.90 | 0.70 |
| Net Assets | 943.77 Mil | 602.08 Mil |
| Avg Market Cap | 28.69 Bil | 38.17 Bil |
| Avg P/E | 23.61 | 17.12 |
| Portfolio Turnover | 279 | 61 |
| Symbol | Value ($) |
|---|---|
| Stocks | 96.75% |
| Cash | 3.25% |
| Fixed Income | 0.00% |
| Other | 0.00% |
| NAME | % NET ASSETS |
|---|---|
| Canadian Pacific Railway Ltd | 4.31% |
| Google, Inc. Class A | 4.19% |
| Eastman Chemical Company | 3.94% |
| Citigroup Inc | 3.79% |
| Cabot Oil & Gas Corporation Class A | 3.66% |
| MasterCard Incorporated Class A | 3.42% |
| Discovery Communications Inc Class A | 3.10% |
| Pioneer Natural Resources Company | 3.08% |
| PulteGroup Inc | 2.84% |
| Ameriprise Financial Inc | 2.78% |
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Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.
Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial Exchanges Ltd.
