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Fidelity Srs Broad Market Opport: (MF: FBMAX)

(MF) As of May 2, 2016 06:05 PM ET

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$14.55 USD

+0.10 (0.69%)

Zacks MF Rank [?]: NA

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Mar 31, 2016

Total Return %* Percentile Rank Objective
YTD -1.31 61
3 months -1.31 61
6 months 5.45 24
1 Year -4.88 48
3 Year 9.97 8
5 Year 8.97 12
10 Year NA NA

* Annual for three years and beyond.

Zacks Premium Research for FBMAX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank [?] NA
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 22.02
% Yield 0.38
% SEC Yield NA
Net Assets (Mil $) 3/31/2016 14.96
%Turnover 3/31/2016 23.00

Risk

3 Year 5 Year 10 Year
Beta 1.03 1.11 NA
Alpha -1.95 -3.36 NA
R Squared 0.94 0.95 NA
Std. Dev. 12.13 13.85 NA
Sharpe 0.88 0.72 NA

Sector / Country Weightings

As of 3/31/2016 % of Portfolio
United States 100.00

Portfolio Holdings

Top Equity Holdings
(As of 12/31/2015)
% of Portfolio Value (Mil$)
FIDELITY INFO TECH CNTRL 21.04 3.18
FIDELITY FINANCIAL CTRL I 19.68 2.98
FIDELITY HEALTH CARE CTRL 14.15 2.14
FIDELITY CONSUM DISCR CTR 12.14 1.84
FIDELITY INDUSTRIAL CNTRL 9.97 1.51
FIDELITY CONSUM STAPLES I 8.38 1.27
FIDELITY ENERGY CTRL INV 6.25 0.95
FIDELITY UTILITIES CNTRL 3.26 0.49
FIDELITY MATERIALS CNTRL 3.05 0.46

Stock Holding % of Net Assets

As Of 12/31/2015
Total Issues NA
Avg. P/E NA
Avg. P/Book NA
Avg. EPS Growth NA
Avg. Market Value (Mil $) NA

Allocation

% of Portfolio
Large Growth 25.47
Large Value 42.53
Small Growth 13.97
Small Value 0.00
Foreign Stock 6.09
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 10.38