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Address And Details

82 Devonshire St , Boston, MA 02109
Fund Manager Sonu Kalra
Manager Tenure 2 Years 6 Months

Strategy And Objective

The fund seeks growth of capital over the long term. Effective December 1, 2020, normally investing primarily in common stocks. Prior to December 1, 2020, normally investing primarily in common stocks of well-known and established companies. Effective December 1, 2020, normally investing at least 80% of assets in blue chip companies (companies that, in Fidelity Management & Research Company LLC (FMR)'s view, are well-known, well-established and well-capitalized), which generally have large or medium market capitalizations. Prior to December 1, 2020, normally investing at least 80% of assets in blue chip companies (companies whose stock is included in the S&P 500 Index or the Dow Jones Industrial Average (DJIA), and companies with market capitalizations of at least $1 billion if not included in either index).Investing in companies that FMR believes have above-average growth potential (stocks of these companies are often called growth" stocks).Investing in securities of domestic and foreign issuers. Using fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

Net Asset Value

as of 5:12 PM ET 01/14/2022

Performance

  • 1 Week
  • -1.30%
  • 1 Month
  • -5.88%
  • 3 Months
  • -4.61%
  • 1 Yr Return
  • +2.13%
  • 5 Yr Return
  • +144.39%

Equity Sector Breakdown

Technology 41.29%
RetailTrade 20.86%
Finance 7.16%
NonDurables 6.52%
Health 4.82%
ConsumerDurables 3.68%
Services 3.49%
IndustrialCyclical 3.34%
Utilities 1.31%
Energy 0.85%

Asset Allocation

Asset Type % Of Allocation
Stocks 97.72%
ForeignStocks 7.46%
Convertible 1.99%
Preferred 0.27%
Cash 0.00%
Bonds 0.00%
Other 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Total Net Assets 52.72 B

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha 8.21 8.49 3.82
Beta 1.10 1.08 1.09
R Squared 0.82 0.81 0.81
Std Deviation 21.06 18.57 15.96
Sharpe Ratio 1.91 1.63 n/a

Purchase Information

as of 5:09 PM ET 01/13/2022
Minimum Initial $0
Minimum Additional $0
Minimum Initial IRA $0

Performance

Timeframe Average Annual Current Performance Monthly As Of 12/31/2021 Average Annual Current Performance Quarterly As Of 12/31/2021 Avg Annual Current Performance Monthly As Of 12/31/2021 Avg Annual Current Performance Quarterly As Of 12/31/2021
1 Year
  • +22.71%
  • +22.71%
+22.71% +22.71%
3 Year
  • +38.49%
  • +38.49%
+38.49% +38.49%
10 Year
  • +22.23%
  • +22.23%
+22.23% +22.23%
Life Of Fund
  • +13.50%
  • +13.50%
+13.50% +13.50%

Top 10 Holdings

Symbol Company Name % Of Assets
AAPL APPLE INC 8.73%
AMZN AMAZON COM INC 6.93%
GOOGL ALPHABET INC CLASS A 6.35%
MSFT MICROSOFT CORP 6.30%
FB META PLATFORMS INC 4.87%
NVDA NVIDIA CORP 4.34%
MRVL MARVELL TECHNOLOGY INC 2.91%
TSLA TESLA INC 2.09%
LYFT LYFT INC 1.83%
CRM SALESFORCE.COM INC 1.70%

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