3 / 5 Stars
5 4 4 5 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#117 in Large Growth
U.S. News evaluated 468 Large Growth 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 31.85 percent over the past year, 16.21 percent over the past three years, 22.52 percent over the past five years, and 6.81 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||0.7%|
|3 Years (Annualized)||16.2%|
|5 Years (Annualized)||22.5%|
|10 Years (Annualized)||6.8%|
The investment seeks capital appreciation. The fund normally invests primarily in common stocks of companies that the adviser believes have the greatest potential for growth. It normally invests in 50-60 stocks in either "growth" stocks or "value" stocks or both of domestic and foreign issuers. 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. It is non-diversified.
Fees are Average compared to funds in the same category.
Fidelity Fifty Fund has an expense ratio of 0.80 percent.
Risk is Average compared to funds in the same category according to Morningstar.