Fidelity® Series All-Sector Equity Fund (FSAEX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
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.


1 month-1.35% 3 years+9.57%
3 months-3.60% 5 years+13.67%
1 year+15.61% Since inception+13.50%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+13.67%+13.81%
Expense ratio0.00%1.10%
Risk 5 year sharpe ratio1.221.18
Net assets$6.2B$3.6B
Average market cap$63.2B$149.6B
Average P/E22.127.1
Portfolio turnover61%61%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureSteven Kaye / 9 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock97.70%
International stock1.04%
Fixed income0.00%
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
MSFT Microsoft3.32%
GOOG Google2.81%
AMZN Amazon2.72%
BAC Bank of America2.30%
UNH UnitedHealth2.01%
ADSK Autodesk Inc1.82%
PM Philip Morris1.68%
CTXS Citrix Systems Inc1.53%
FB Facebook1.50%
COF Capital One Financial1.45%