|
|
| 23.46 Net Asset Value | -1.18% 1 Day | +7.17% 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 | +0.69% | 3 years | +11.18% | |
| 3 months | +5.14% | 5 years | +16.85% | |
| 1 year | +22.36% | Since inception | +11.97% |
| FEXPX | Category | |
|---|---|---|
| Performance 5-yr return | +16.85% | +10.66% |
| Expense ratio | 0.80% | 1.26% |
| Risk 5 year sharpe ratio | 1.06 | 1.13 |
| Net assets | $2.0B | $2.4B |
| Average market cap | $32.5B | $59.8B |
| Average P/E | 18.1 | 23.3 |
| 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 / 3 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $500.00 |
| U.S. stock | 82.93% |
| International stock | 14.34% |
| Cash | 2.52% |
| 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% |
| GOOG Google, Inc. Class A | 3.01% |
| PFE Pfizer Inc | 2.76% |
| -- Turquoise Hill Resources Ltd | 2.74% |
| AAPL Apple Inc | 2.52% |
| USB U.S. Bancorp | 2.41% |
| CVX Chevron Corp | 2.30% |
| FIS Fidelity National Information Services, Inc. | 2.20% |
| MTB M&T Bank Corp | 2.08% |
| VOD Vodafone Group PLC ADR | 1.95% |
| DHR Danaher Corporation | 1.92% |
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