Fidelity
82 Devonshire St Boston MA 02109
Map
Phone: 800-544-9797
| Category: | Large Blend | | Fund Family: | Fidelity Investments | | Net Assets: | 6.86B | | Year-to-Date Return: | -13.33% | | Yield: | 1.06% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Apr-30 |
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John D. Avery
Lead Manager since
06-Feb-02 | | | Avery is a vice president and portfolio manager with Fidelity Investments, his employer since 1995. Prior to joining the firm, he was a domestic equity analyst for Putnam Investments from 1993 to 1994. He was also an investment banking associate for Alex Brown & Sons from 1986 to 1991. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $200 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital growth. The fund invests primarily in common stocks and convertible securities. It may also purchase debt securities for current income. The percentage of assets in any one type of security may vary. The fund diversifies its portfolio among various securities and industries. It intends to invest less than 35% of assets in lower-quality debt; it may also purchase restricted securities. In addition, the fund may invest in foreign securities, and use options and futures contracts. |
| Last Dividend
(11-Jul-08):
| 0.10 | | Last Cap Gain
(8-Aug-08):
| 0.99 | | Annual Holdings Turnover
| 50.00% | | Average for Category:
| 71.30% |
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| Expense | FFIDX | Category
Avg | | Total Expense Ratio: | 0.56%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$183 | $577 | | 5 Yr Expense Projection*: |
$318 | $877 | | 10 Yr Expense Projection*: |
$714 | $1,739 |
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5.46% Nasdaq 
0.23 (0.99%) 
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