Fund |
Fund name: Fidelity
|
Symbol: FFIDX
|
Portfolio contains these types of investments:
GENERAL ELECTRIC CO CISCO SYSTEMS INC MICROSOFT CORP TEXAS INSTRUMENTS INC CHASE MANHATTAN CORP NOKIA CORP SPON ADR EMC CORP HOME DEPOT INC AMERICAN EXPRESS CO SUN MICROSYSTEMS INC
|
Minimum Investment: $2,500
|
1-Year Profit Projection: N/A
|
Brief fund description:
Normally invests primarily in common stocks. Potentially investing a portion of assets in bonds, including lower-quality debt securities.
|
|
|
Expenses
|
Annual expense ratio: 0.55
|
Tax Efficiency: N/A
|
Load Type:
|
Load Percentage: N/A
|
|
|
Performance
|
Performance 3 Months: N/A
|
Performance Year to Date: N/A
|
Performance 12 Months: 21.2
|
Performance 3 Years: 25.4
|
Performance 5 Years: 26.9
|
|
|
Additional Comments
|
Fund Features:
N/A
|
Fund Strategy:
Fidelity Fund seeks long-term capital growth. Current return is also a consideration. 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.
|