Fidelity® Series All-Sector Equity (FSAEX)

14.20
Net Asset Value
-8.62%
1 Day
-0.42%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.65%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund invests primarily in common stocks. It normally invests at least 80% of the fund's assets in equity securities. The fund invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments.

Performance

1 month+0.26% 3 years+21.87%
3 months+2.64% 5 years+15.15%
1 year+15.17% Since inception+15.85%
Data through --

Peer Comparisonvs. Large growth

 FSAEXCategory
Performance 5-yr return+15.15%+14.60%
Expense ratio0.65%1.23%
Risk 5 year sharpe ratio1.121.03
Net assets$11.1B$2.7B
Average market cap$45.6B$71.8B
Average P/E20.222.3
Portfolio turnover72%72%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureSteven Kaye / 6 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock95.14%
International stock3.05%
Cash1.80%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 16.73%
Hardware 13.88%
Industrial materials 13.31%
Energy 12.21%
Consumer goods 10.43%
Top 10 Holdings
Portfolio weighting
AAPL Apple Inc3.82%
GOOG Google Inc Class C2.66%
COF Capital One Financial Corp1.99%
CVX Chevron Corp1.81%
PM Philip Morris International Inc1.67%
JPM JPMorgan Chase & Co1.58%
BAC Bank of America Corporation1.52%
QCOM Qualcomm Inc1.39%
FB Facebook Inc Class A1.35%
VZ Verizon Communications Inc1.27%

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