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| 21.38 Net Asset Value | -0.88% 1 Day | +6.05% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | No Load Sales Expenses | 0.77% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | -0.51% | 3 years | +8.65% | |
| 3 months | +2.67% | 5 years | +13.19% | |
| 1 year | +10.57% | Since inception | +11.34% |
| FEXPX | Category | |
|---|---|---|
| Performance 5-yr return | +13.19% | +9.98% |
| Expense ratio | 0.77% | 1.17% |
| Risk 5 year sharpe ratio | 1.02 | 0.97 |
| Net assets | $2.0B | $2.8B |
| Average market cap | $50.6B | $88.0B |
| Average P/E | 22.2 | 26.7 |
| Portfolio turnover | 84% | 84% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Fidelity Investments |
| Fund manager & tenure | Gordon Scott / 2 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $2,500.00 |
| U.S. stock | 89.54% |
| International stock | 10.19% |
| Cash | 0.26% |
| Fixed income | 0.01% |
| Other | 0.00% |
| Consumer goods | 16.23% |
| Financial service | 13.49% |
| Industrial materials | 13.03% |
| Energy | 12.96% |
| Healthcare | 11.48% |
| BRKB Berkshire Hathaway | 3.19% |
| JNJ Johnson & Johnson | 3.10% |
| GOOGL Google | 2.81% |
| MSFT Microsoft | 2.33% |
| DHR Danaher Corp | 2.04% |
| XOM Exxon Mobil | 2.01% |
| CMCSA Comcast | 1.97% |
| WFC Wells Fargo | 1.93% |
| AAPL Apple | 1.81% |
| MO Altria Group | 1.67% |
