21.73 Net Asset Value | -0.87% 1 Day | -2.16% Year-to-Date | Overall Morningstar Rating |
Large blend Style or Category | No Load Sales Expenses | 0.76% Expense Ratio | Average Morningstar Risk Rating™ |
1 month | -1.32% | 3 years | +8.06% | |
3 months | -7.06% | 5 years | +10.94% | |
1 year | +11.82% | Since inception | +11.45% |
FEXPX | Category | |
---|---|---|
Performance 5-yr return | +10.94% | +11.72% |
Expense ratio | 0.76% | 0.97% |
Risk 5 year sharpe ratio | 1.06 | 1.11 |
Net assets | $1.8B | $5.3B |
Average market cap | $58.6B | $125.1B |
Average P/E | 15.5 | 21.5 |
Portfolio turnover | 109% | 109% |
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Fund family | Fidelity Investments |
Fund manager & tenure | Gordon Scott / 3 Years |
Minimal initial investment | $2,500.00 |
Minimum IRA investment | $2,500.00 |
U.S. stock | 96.11% |
International stock | 3.39% |
Cash | 0.50% |
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 | 4.80% |
JPM JPMorgan Chase | 3.05% |
AAPL Apple | 2.82% |
XOM Exxon Mobil | 2.55% |
WFC Wells Fargo | 2.54% |
BAC Bank of America | 2.15% |
CMCSA Comcast | 2.07% |
CSCO Cisco | 2.02% |
CVX Chevron | 1.98% |
VZ Verizon | 1.94% |