| 24.71 Net Asset Value | 0.00% 1 Day | +12.88% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | No Load Sales Expenses | 0.82% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +3.78% | 3 years | +14.20% | |
| 3 months | +8.23% | 5 years | +3.29% | |
| 1 year | +22.79% | Since inception | +11.70% |
| FEXPX | Category | |
|---|---|---|
| Performance 5-yr return | +3.29% | +5.42% |
| Expense ratio | 0.82% | 1.28% |
| Risk 5 year sharpe ratio | 0.23 | 0.31 |
| Net assets | $2.0B | $2.0B |
| Average market cap | $25.7B | $42.9B |
| Average P/E | 19.8 | 19.8 |
| Portfolio turnover | 97% | 97% |
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 | $2,500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Consumer goods | 16.23% |
| Financial service | 13.49% |
| Industrial materials | 13.03% |
| Energy | 12.96% |
| Healthcare | 11.48% |
| KO Coca-Cola Co | 2.93% |
| GE General Electric Co | 2.72% |
| AAPL Apple Inc | 2.44% |
| DPS Dr Pepper Snapple Group, Inc. | 2.38% |
| USB U.S. Bancorp | 2.34% |
| GOOG Google, Inc. Class A | 2.18% |
| AMT American Tower Corp | 2.14% |
| PFE Pfizer Inc | 2.12% |
| NU Northeast Utilities | 2.06% |
| UTX United Technologies Corp | 1.97% |
.
