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| 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% |
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 | 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% |
