Our Terms of Service and Privacy Policy have changed.
By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.
By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.
| 22.51 Net Asset Value | +0.04% 1 Day | +7.96% 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 | +1.12% | 3 years | +7.84% | |
| 3 months | +2.04% | 5 years | +12.19% | |
| 1 year | +13.92% | Since inception | +11.42% |
| FEXPX | Category | |
|---|---|---|
| Performance 5-yr return | +12.19% | +11.55% |
| Expense ratio | 0.77% | 1.14% |
| Risk 5 year sharpe ratio | 1.32 | 1.28 |
| Net assets | $1.7B | $3.1B |
| Average market cap | $65.8B | $108.1B |
| Average P/E | 17.3 | 25.9 |
| Portfolio turnover | 147% | 147% |
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 | 92.92% |
| International stock | 6.57% |
| 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 | 4.51% |
| AAPL Apple | 4.23% |
| JPM JPMorgan Chase | 3.21% |
| WFC Wells Fargo | 2.82% |
| GOOGL Google | 2.43% |
| XOM Exxon Mobil | 2.37% |
| CMCSA Comcast | 2.33% |
| CB Chubb Ltd | 1.94% |
| CVX Chevron | 1.94% |
| GE General Electric | 1.87% |
