|
|
| 23.91 Net Asset Value | +0.42% 1 Day | -1.77% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | No Load Sales Expenses | 0.80% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | -0.75% | 3 years | +9.75% | |
| 3 months | -1.81% | 5 years | +16.04% | |
| 1 year | +15.56% | Since inception | +11.91% |
| FEXPX | Category | |
|---|---|---|
| Performance 5-yr return | +16.04% | +20.22% |
| Expense ratio | 0.80% | 1.24% |
| Risk 5 year sharpe ratio | 1.20 | 1.26 |
| Net assets | $1.9B | $2.5B |
| Average market cap | $40.9B | $67.2B |
| Average P/E | 17.1 | 24.1 |
| Portfolio turnover | 114% | 114% |
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 | Heather Carrillo / 4 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $500.00 |
| U.S. stock | 81.29% |
| International stock | 13.20% |
| Cash | 5.30% |
| Other | 0.12% |
| Fixed income | 0.09% |
| Consumer goods | 16.23% |
| Financial service | 13.49% |
| Industrial materials | 13.03% |
| Energy | 12.96% |
| Healthcare | 11.48% |
| -- Turquoise Hill Resources Ltd | 3.22% |
| GOOGL Google Inc Class A | 3.06% |
| PFE Pfizer Inc | 2.86% |
| XOM Exxon Mobil Corporation | 2.63% |
| USB U.S. Bancorp | 2.62% |
| FIS Fidelity National Information Services, Inc. | 2.48% |
| AAPL Apple Inc | 2.36% |
| MTB M&T Bank Corp | 2.33% |
| EMC EMC Corporation | 2.32% |
| DHR Danaher Corporation | 2.28% |
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