3 / 5 Stars
3 3 4 5 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#78 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.38 percent over the past year, 14.53 percent over the past three years, 19.67 percent over the past five years, and 2.85 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.3%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||19.7%|
|10 Years (Annualized)||2.9%|
The investment seeks high total return through a combination of current income and capital appreciation. The fund normally invests a majority of assets in common stocks with a focus on those that pay current dividends and show potential for capital appreciation. It potentially invests in bonds, including lower-quality debt securities, as well as stocks that are not currently paying dividends, but offer prospects for future income or capital appreciation. The fund invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both.
Fees are Average compared to funds in the same category.
Fidelity Growth and Income Portfolio has an expense ratio of 0.67 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.