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Fidelity Srs Broad Market Opport: (MF: FBMAX)

(MF) As of Apr 15, 2014 06:05 PM ET

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$14.65 USD

+0.08 (0.55%)

Zacks MF Rank : 1 - Strong Buy [?] 1        

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
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General Information as of Mar 31, 2014

% Yield 0.37
% SEC Yield NA
% YTD Return (as of Mar 31, 2014) 2.52
Objective* Equity - Global
Peer* GL LG

*Key

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 [?] Strong Buy 1
MF Research Report

( = Change in last 30 days)

Zacks Mutual Fund #1 Ranked Funds

View the Zacks Mutual Fund Rank Guide

Portfolio Statistics

%Unrealized Gain YTD 19.77
Net Assets (Mil $) 3/31/2014 12.22
%Turnover 3/31/2014 28.00

Allocation

% of Portfolio
Large Growth 36.35
Large Value 37.02
Small Growth 10.06
Small Value 0.00
Foreign Stock 6.04
Emerging Market 2.08
Precious Metal 0.00
Intermediate Bond 6.84
Foreign Bond 0.00
High Yield Bond 0.00

Sector / Country Weightings

As of 3/31/2014 % of Portfolio
United States 100.00

Portfolio Holdings

Top Equity Holdings
(As of 12/31/2013)
% of Portfolio Value (Mil$)
FIDELITY FINANCIAL CTRL I 18.57 1.88
FIDELITY INFO TECH CNTRL 18.00 1.82
FIDELITY CONSUM DISCR CTR 12.50 1.27
FIDELITY HEALTH CARE CTRL 12.45 1.26
FIDELITY INDUSTRIAL CNTRL 11.23 1.14
FIDELITY ENERGY CTRL INV 8.74 0.89
FIDELITY CONSUM STAPLES I 8.67 0.88
FIDELITY MATERIALS CNTRL 3.91 0.40
FIDELITY UTILITIES CNTRL 3.69 0.37

Stock Holding % of Net Assets

As Of 12/31/2013
Total Issues NA
Avg. P/E NA
Avg. P/Book NA
Avg. EPS Growth NA
Avg. Market Value (Mil $) NA

Risk

3 Year 5 Year 10 Year
Beta 1.14 1.16 NA
Alpha -3.11 -1.29 NA
R Squared 0.96 0.96 NA
Std. Dev. 14.54 16.60 NA
Sharpe 0.97 1.48 NA