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Fidelity Contra Fund: (MF: FCNTX)
(NASDAQ Mutual Funds) As of Apr 19, 2021 08:00 PM ET
$17.77 USD
-0.14 (-0.78%)
Zacks MF Rank
More Info
3-Hold of 5 3
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, 2021
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.55 | 69 |
| 3 months | 2.55 | 69 |
| 6 months | 10.96 | 90 |
| 1 Year | 57.39 | 62 |
| 3 Year | 18.83 | 29 |
| 5 Year | 19.15 | 21 |
| 10 Year | 15.11 | 13 |
* Annual for three years and beyond.
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Portfolio Statistics
| %Unrealized Gain YTD | 64.03 |
| % Yield | 0.00 |
| % SEC Yield | NA |
| Net Assets (Mil $) 3/31/2021 | 111,261.40 |
| %Turnover 3/31/2021 | 32.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 0.98 | 0.98 | 0.97 |
| Alpha | 2.19 | 2.83 | 1.54 |
| R Squared | 0.92 | 0.88 | 0.89 |
| Std. Dev. | 18.82 | 15.67 | 13.98 |
| Sharpe | 1.02 | 1.23 | 1.00 |
Sector / Country Weightings
| As of 3/31/2021 | % of Portfolio |
|---|---|
| Technology | 37.74 |
| Finance | 19.77 |
| Retail Trade | 15.02 |
| Non-Durable | 5.63 |
| Health | 5.51 |
| Industrial Cyclical | 4.85 |
| Other | 4.73 |
| Services | 3.53 |
| Consumer Durables | 1.87 |
| Utilities | 1.04 |
| Energy | 0.31 |
Portfolio Holdings
| Top Equity Holdings (As of 12/31/2020) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| AMAZON COM INC | 9.04 | 12,316.65 |
| FACEBOOK INC | 8.48 | 11,553.93 |
| MICROSOFT CORP | 5.24 | 7,141.16 |
| BERKSHIRE HATHAWAY INC CL | 4.91 | 6,696.83 |
| SALESFORCE.COM INC | 3.54 | 4,827.04 |
| APPLE INC | 3.48 | 4,745.68 |
| UNITEDHEALTH GROUP INC | 3.12 | 4,254.35 |
| ADOBE SYSTEMS INC | 2.82 | 3,848.92 |
| NETFLIX COM INC | 2.78 | 3,795.54 |
Stock Holding % of Net Assets
| As Of | 12/31/2020 |
| Total Issues | 365 |
| Avg. P/E | 32.06 |
| Avg. P/Book | 5.48 |
| Avg. EPS Growth | 17.01 |
| Avg. Market Value (Mil $) | 403,638 |
Allocation
| % of Portfolio | |
| Large Growth | 75.90 |
| Large Value | 0.00 |
| Small Growth | 0.00 |
| Small Value | 0.00 |
| Foreign Stock | 0.00 |
| Emerging Market | 0.00 |
| Precious Metal | 2.32 |
| Intermediate Bond | 0.00 |
| Foreign Bond | 12.10 |
| High Yield Bond | 7.10 |