| 73.11 Net Asset Value | +1.12% 1 Day | +18.38% Year-to-Date | Overall Morningstar Rating |
| Financial Style or Category | No Load Sales Expenses | 0.96% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +11.50% | 3 years | +6.39% | |
| 3 months | +9.40% | 5 years | -1.96% | |
| 1 year | +37.61% | Since inception | +11.27% |
| FIDSX | Category | |
|---|---|---|
| Performance 5-yr return | -1.96% | +0.69% |
| Expense ratio | 0.96% | 1.78% |
| Risk 5 year sharpe ratio | 0.01 | 0.16 |
| Net assets | $619.8M | $201.3M |
| Average market cap | $12.4B | $12.0B |
| Average P/E | 16.0 | 14.0 |
| Portfolio turnover | 271% | 271% |
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 | Benjamin Hesse / 4 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $200.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 93.57% |
| Business service | 5.02% |
| Telecommunication | 0.71% |
| Industrial materials | 0.69% |
| Consumer goods | 0.00% |
| CMA Comerica Inc | 7.17% |
| BCS Barclays PLC ADR | 5.12% |
| BAC Bank of America Corporation | 4.98% |
| C Citigroup Inc | 4.96% |
| MET MetLife Inc | 4.92% |
| -- BNP Paribas | 4.80% |
| BX Blackstone Group LP | 4.58% |
| -- Big Yellow Group PLC | 3.29% |
| MS Morgan Stanley | 2.39% |
| PAY VeriFone Systems, Inc. | 2.11% |
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