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Fidelity

Note: The following information has not been updated by the vendor since 10/23/20.

Address:82 Devonshire Street
Boston, MA 02109
Phone # for sales: 800 343 3548
Website: www.fidelity.com
Click link to request additional product information.

CATEGORY: MUTUAL FUNDS

Fund | Expenses | Performance | Additional Comments

Fund TOP

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 TOP

Annual expense ratio: 0.55
Tax Efficiency: N/A
Load Type: 
  • None
Load Percentage: N/A

Performance TOP

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 TOP

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.

Fund | Expenses | Performance | Additional Comments

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