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| 22.47 Net Asset Value | -0.27% 1 Day | +7.77% 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 | -0.84% | 3 years | +8.27% | |
| 3 months | +2.55% | 5 years | +11.00% | |
| 1 year | +10.65% | Since inception | +11.43% |
| FEXPX | Category | |
|---|---|---|
| Performance 5-yr return | +11.00% | +13.87% |
| Expense ratio | 0.77% | 1.13% |
| Risk 5 year sharpe ratio | 1.25 | 1.27 |
| Net assets | $1.7B | $3.2B |
| Average market cap | $66.9B | $116.3B |
| Average P/E | 17.9 | 26.7 |
| 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 / 3 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $2,500.00 |
| U.S. stock | 89.75% |
| International stock | 5.26% |
| Cash | 4.98% |
| 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 | 4.67% |
| AAPL Apple | 3.71% |
| JPM JPMorgan Chase | 3.22% |
| WFC Wells Fargo | 2.75% |
| JNJ Johnson & Johnson | 2.25% |
| XOM Exxon Mobil | 2.23% |
| GE General Electric | 1.78% |
| AMGN Amgen | 1.72% |
| ANTM WellPoint | 1.70% |
| CVX Chevron | 1.65% |
