3 / 5 Stars
4 4 2 5 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#96 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 34.21 percent over the past year, 14.58 percent over the past three years, 22.99 percent over the past five years, and 9.06 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||1.5%|
|3 Years (Annualized)||14.6%|
|5 Years (Annualized)||23.0%|
|10 Years (Annualized)||9.1%|
The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. It 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.
Fees are Average compared to funds in the same category.
Fidelity Independence Fund has an expense ratio of 0.60 percent.
Risk is High compared to funds in the same category according to Morningstar.