Fund Research for Fidelity Focused Stock (FTQGX)

  • Fund Overview

    Fund Inception Date: Nov 12, 1996
    Category: Large Growth
    Overall Risk: Average
    Fund Family: Fidelity Investments
    Return Since Inception: 3.30%
    YTD Return: 22.76%
    Yield (TTM): 0.69%
    Net Assets: 122.74 M
    Morningstar Rating:
    4 of 5

    The investment seeks capital growth. The fund normally invests at least 80% of assets in stocks. It usually invests primarily in common stocks of domestic and foreign issuers. The fund may invest in either growth or value stocks or both. It normally invests 30-80 stocks.

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    Size
    Average Market Cap $25,560 M
    Market Capitalization Portfolio
    Giant 37.22%
    Large 37.86%
    Medium 21.83%
    Small 3.09%
    Micro 0.00%
    Morningstar Rating as of 10/31/2009
    YTD Returns as of 11/30/2009    		 Style Box Detail calculations do not include the fund's short positions (if any)

  • Fund Performance

    10 year Growth Chart
    Growth of $10,000 from 12/31/1998 to 10/31/2009
    Mouseover the chart to see values for each month.

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    Total Annualized Returns

    YTD 1 year 3 year 5 year 10 year Since Inception
    Fund 22.76% 23.04% -0.96% 4.44% -0.77% 3.30%
    +/- Category -8.45% -11.00% 2.98% 3.23% 0.69% —
    +/- S&P 500 TR -0.83% -3.07% 4.51% 3.96% -0.95% —

    Standardized Annual Returns

    YTD 1 year 3 year 5 year 10 year Since Inception
    Month (as of 10/31/2009) 15.18% 4.39% -2.86% 4.45% -0.77% 3.30%
    Quarter (as of 09/30/2009) 17.89% -6.73% -1.27% 4.92% 0.10% 3.51%
    Fund and Category YTD, 1yr, 3yr and 5yr Returns as of 11/30/2009
    Index YTD,1yr, 3ys and 5yr Returns as of 11/30/2009 10 yr and Since Inception Returns as of 10/31/2009
    Inception Date: 11/12/1996
    Ratings are based on risk-adjusted performance.
    View Total Returns

  • Fund Portfolio Profile

    Sector Breakdown

    Stocks
    Information 27.62%
    Service 46.15%
    Manufacturing 23.39%

    Asset Allocation

    Short Long Net Assets
    Cash — 2.82% 2.82%
    Stocks — 97.18% 97.18%
    Bonds — 0.00% 0.00%
    Other — 0.00% 0.00%
    Foreign Stocks
    (as a % of assets)    		 — 5.12% 5.12%
    Data as of 10/31/2009 Data as of 10/31/2009 View Fund Portfolio

    Top 10 Holdings

    Sector P/E Return as of 10/31/2009 Net Assets
    - UNION PAC CORP (UNP) Business Services 15.93 25.98% 5.63%
    = APPLE INC (AAPL) Hardware 31.78 121.15% 5.28%
    - EXPRESS SCRIPTS INC (ESRX) Healthcare 27.41 52.67% 4.93%
    + OCCIDENTAL PETE CORP DEL (OXY) Energy 26.66 34.14% 4.93%
    = GOOGLE INC (GOOG) Telecom 37.66 74.64% 4.84%
    - JPMORGAN CHASE & CO (JPM) Financial Services 35.12 37.11% 4.44%
    - TEMPLE INLAND INC (TIN) Consumer Goods 12.07 242.08% 4.25%
    + CSX CORP (CSX) Business Services 17.65 43.61% 3.95%
    + HEWLETT PACKARD CO (HPQ) Hardware 12.74 31.58% 3.53%
    + INGERSOLL-RAND PLC (IR) Industrial Materials — 92.74% 3.37%
    + Increase - Decrease = No change * New since last portfolio
    Top 10 holdings account for the fund's short positions (if any). Net short positions appear shaded.
    P/E as of 11/30/2009
    All other data as of 09/30/2009
    View Fund Portfolio

  • Sales Information

    Sales Charge %

    Initial —
    Deferred —
    Taken from prospectus dated 02/24/2009
    Expense Ratio (based on net assets) 0.99%
    Taken from annual report dated 10/31/2008

  • Fund Management

    Stephen DuFour
    Start Date: 03/01/2007
    DuFour is vice president and portfolio manager of FMR, FMRC, and funds advised by FMR.