Fidelity Contrafund
(MUTF:FCNTX) Watch this mutual fundFind more results for
NASDAQ:FCNTX
Performance
Trailing returns
| 1 day |
| -1.17% | |||
| 1 week | +0.35% |
| |||
| 4 week | +0.16% |
| |||
| 3 month | +12.12% |
| |||
| YTD | +25.59% |
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| 1 year | +38.35% |
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| 3 years* |
| -1.65% | |||
| 5 years* | +5.02% |
| |||
| *annualized | |||||
| Best 3 month return | +26.68% | |
| Worst 3 month return | -29.24% |
Morningstar statistics
Morningstar category: Large Growth
| Return | Risk | Rating | |
| 3 years | Above Average | Below Average |
 
|
| 5 years | High | Below Average |
|
| 10 years | High | Low |
|
| Overall | High | Below Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 58.68B | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 0.95% | |
| Management fee | - | |
| Fund family | Fidelity Investments |
Asset allocation
| Cash | 4.34% | |
| Stocks | 95.40% | |
| Bonds | 0.12% | |
| Preferred | 0.14% | |
| Other | 0.00% |
Purchase information
| Initial | $2,500 | |
| IRA Initial | $500 |
56.63
-0.19 (-0.33%)
Nov 20, 8:00PM EST
Overall Morningstar RatingTM
Description
The investment seeks capital appreciation.
The fund normally invests primarily in common stocks. It may invest in securities of companies whose value is not fully recognized by the public. The fund invests in both domestic and foreign issuers. It may invest in "growth" stocks or "value" stocks or both. The advisor uses fundamental analysis of each issuer's financial condition and industry position and market and economic conditions to select investments.
Fund filings (PDF) »
Fund filings (PDF) »
Asset manager:
William Danoff (Started: Sep 17, 1990)
William Danoff (Started: Sep 17, 1990)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | 4.16 | 0.70 | 3.99 | 3.53 | |
| Beta* | 0.77 | 0.84 | 0.90 | 0.75 | |
| Mean annual return | 1.12 | -0.09 | 0.48 | 0.38 | |
| R-squared* | 94.85 | 94.94 | 86.13 | 73.66 | |
| Standard deviation | 18.70 | 18.27 | 15.46 | 14.01 | |
| Sharpe ratio | 0.71 | -0.19 | 0.18 | 0.12 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Google, Inc. (GOOG) | 5.27% | |
| Apple, Inc. (AAPL) | 4.70% | |
| Wells Fargo Company (WFC) | 3.52% | |
| Berkshire Hathaway Inc. A (BRK.A) | 3.49% | |
| Coca-Cola Company (KO) | 2.38% | |
| McDonald's Corporation (MCD) | 2.10% | |
| Gilead Sciences, Inc. (GILD) | 1.89% | |
| J.P. Morgan Chase & Co. (JPM) | 1.82% | |
| Visa, Inc. (V) | 1.74% | |
| Walt Disney Company (DIS) | 1.53% |