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The fund normally invests at least 80% of assets in stocks, primarily in common stocks. It allocates its assets among Fidelity® equity sector central funds that provide exposure to different sectors of the U.S. stock market which include consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, materials, real estate, communication services, and utilities. Sector central funds are specialized investment vehicles designed to be used by Fidelity® Funds. The fund invests in the sector central funds of domestic and foreign issuers, and in "growth" and/or "value" stocks.
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| Period | FSJHX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 21.5% | -34.6% | 38.4% | 66.43% |
| 1 Yr | -3.2% | -63.5% | 19.0% | 35.04% |
| 3 Yr | 9.8%* | -39.2% | 22.7% | 31.76% |
| 5 Yr | 3.8%* | -32.5% | 15.3% | 38.77% |
| 10 Yr | N/A* | -14.0% | 16.4% | N/A |
* Annualized
| Period | FSJHX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -12.4% | -65.5% | 9.4% | 50.04% |
| 2017 | 20.7% | -46.3% | 37.5% | 39.36% |
| 2016 | 8.5% | -43.3% | 13.0% | 4.86% |
| 2015 | -5.0% | -38.0% | 11.4% | 59.68% |
| 2014 | -0.6% | -52.4% | 105.4% | 60.34% |
| Period | FSJHX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 21.5% | -34.6% | 38.4% | 66.43% |
| 1 Yr | -3.2% | -63.5% | 19.9% | 57.32% |
| 3 Yr | 11.1%* | -39.2% | 27.5% | 58.55% |
| 5 Yr | 7.1%* | -32.5% | 16.4% | 61.23% |
| 10 Yr | N/A* | -14.0% | 17.3% | N/A |
* Annualized
| Period | FSJHX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -12.4% | -65.5% | 16.5% | 69.28% |
| 2017 | 24.5% | -28.2% | 51.5% | 58.50% |
| 2016 | 9.0% | -43.3% | 15.6% | 8.50% |
| 2015 | -5.0% | -38.0% | 17.3% | 85.28% |
| 2014 | 11.9% | -52.4% | 120.7% | 28.96% |
| FSJHX | Category Low | Category High | FSJHX % Rank | |
|---|---|---|---|---|
| Net Assets | 8.98 B | 1.12 M | 188 B | 14.48% |
| Number of Holdings | 566 | 7 | 2106 | 1.19% |
| Net Assets in Top 10 | 1.97 B | 301 K | 56.6 B | 23.34% |
| Weighting of Top 10 | 21.16% | 11.7% | 100.0% | 96.84% |
| Weighting | Return Low | Return High | FSJHX % Rank | |
|---|---|---|---|---|
| Stocks | 98.26% | 85.30% | 101.37% | 54.19% |
| Cash | 1.33% | -2.02% | 14.62% | 50.00% |
| Preferred Stocks | 0.32% | 0.00% | 5.08% | 7.99% |
| Other | 0.09% | -0.63% | 3.74% | 12.10% |
| Convertible Bonds | 0.00% | 0.00% | 0.10% | 54.51% |
| Bonds | 0.00% | 0.00% | 2.29% | 56.25% |
| Weighting | Return Low | Return High | FSJHX % Rank | |
|---|---|---|---|---|
| Technology | 27.09% | 6.68% | 62.82% | 76.03% |
| Financial Services | 14.58% | 0.00% | 39.16% | 29.67% |
| Healthcare | 13.79% | 0.68% | 45.99% | 48.66% |
| Consumer Cyclical | 10.87% | 0.00% | 34.07% | 91.22% |
| Industrials | 8.43% | 0.00% | 28.35% | 57.83% |
| Consumer Defense | 7.98% | 0.00% | 18.23% | 13.29% |
| Energy | 4.55% | -0.01% | 11.07% | 9.34% |
| Real Estate | 3.17% | 0.00% | 7.16% | 16.93% |
| Utilities | 2.93% | -0.01% | 7.75% | 7.36% |
| Communication Services | 2.44% | 0.00% | 13.96% | 35.05% |
| Basic Materials | 2.12% | 0.00% | 10.95% | 41.69% |
| Weighting | Return Low | Return High | FSJHX % Rank | |
|---|---|---|---|---|
| US | 91.56% | 79.62% | 100.21% | 61.39% |
| Non US | 6.70% | 0.00% | 16.82% | 32.52% |
| FSJHX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 1.25% | 0.00% | 283.30% | 36.76% |
| Management Fee | 0.52% | 0.00% | 1.40% | 22.86% |
| 12b-1 Fee | 0.50% | 0.00% | 1.00% | 68.65% |
| Administrative Fee | N/A | 0.00% | 1.02% | N/A |
| FSJHX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | 3.50% | 2.50% | 25.00% | 97.44% |
| Deferred Load | N/A | 1.00% | 5.50% | N/A |
| FSJHX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 0.50% | 5.00% | N/A |
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| FSJHX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 12.00% | 0.00% | 476.00% | 6.97% |
| FSJHX | Category Low | Category High | FSJHX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.10% | 0.00% | 15.70% | 30.78% |
| FSJHX | Category Low | Category High | Category Mode | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Annually | Annually | Monthly | Annually |
| Date | Amount |
|---|---|
| Dec 31, 2018 | $0.045 |
| Dec 27, 2017 | $0.043 |
| Dec 12, 2016 | $0.074 |
| Dec 16, 2013 | $0.084 |
| FSJHX | Category Low | Category High | FSJHX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 0.14% | -7.60% | 1.83% | 39.84% |
| FSJHX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Manager
Start Date
Tenure
Tenure Rank
Nov 12, 2009
9.81
9.8%
Since joining Fidelity Investments in 2005, Mr. Dowd has served as an equity research analyst and portfolio manager. Previously, he was a senior research analyst for Sanford C. Bernstein & Co. from 2000 to 2005.
Manager
Start Date
Tenure
Tenure Rank
Nov 12, 2009
9.81
9.8%
Edward Yoon is a manager. Since joining Fidelity Investments in 2006, Mr. Yoon has served as a research analyst and portfolio manager. Prior to joining Fidelity, he worked for JPMorgan Asset Management as a research analyst and co-fund manager from 2002 until 2006. Mr. Yoon received a BA in business economics from Brown University in 2002.
Manager
Start Date
Tenure
Tenure Rank
Nov 12, 2009
9.81
9.8%
Before joining Fidelity in 2003, Mr. Simmons worked as a financial analyst at the private equity firm Hicks, Muse, Tate & Furst. He has been in the investments industry since 1997. Mr. Simmons earned his BA in finance from The University of Texas at Austin, where he graduated with highest honors, and his MBA from Harvard Business School.
Manager
Start Date
Tenure
Tenure Rank
Nov 12, 2009
9.81
9.8%
Geoffrey D. Stein assumes his current position in April 2009. Previously, he worked as a portfolio manager and director of portfolio management from 1998 to 2007, focusing on Fidelity Portfolio Advisory Service®, and as an investment consultant for Fidelity Investments Institutional Services Company, Inc. (FIIS) and Fidelity Management & Research Company (FMRCo) from 1994 to 1998.
Manager
Start Date
Tenure
Tenure Rank
Jan 31, 2013
6.58
6.6%
Matthew Drukker is portfolio manager of Fidelity Management & Research Company. Prior to joining Fidelity Investments in August 2008 as a research analyst, Mr. Drukker was an investment banker at Sander O'Neill in New York from 1999 to 2006.
Manager
Start Date
Tenure
Tenure Rank
May 31, 2013
6.25
6.3%
Lee is portfolio manager at Fidelity. Since joining Fidelity in 2004 as an equity analyst, Lee has been following companies in the semiconductor sector. He previously served as an analyst intern for Minot Capital Management in Boston during the summer of 2003. From 1999 to 2002, he was an associate in the Technology Group for TA Associates, a private equity firm in Boston. Lee began his career at Robertson Stephens, where he served as a financial analyst in the Technology Group from 1997-1999.
Manager
Start Date
Tenure
Tenure Rank
Nov 29, 2016
2.75
2.8%
Since joining Fidelity Investments in 2007, Ms. Shaw has worked as a research analyst and portfolio manager.
Manager
Start Date
Tenure
Tenure Rank
Nov 30, 2016
2.75
2.8%
Wald is a vice president and portfolio manager with Fidelity Investments. Since joining Fidelity in 1996, he has worked as a research analyst, associate portfolio manager and manager.
Manager
Start Date
Tenure
Tenure Rank
Nov 17, 2017
1.79
1.8%
James McElligott joined Fidelity Investments in 2003, Mr. McElligott has worked as a research analyst, co-sector leader, and portfolio manager.
Manager
Start Date
Tenure
Tenure Rank
Nov 17, 2017
1.79
1.8%
Since joining Fidelity Investments in 2007, Mr. Malnight has worked as a research analyst and portfolio manager. He is also a member of FMR’s Stock Selector Large Cap Group.
Tenure Analysis
Category Low
0.0
Category High
51.7
Category Average
8.11
Category Mode
0.33
MUTUAL FUND EDUCATION
MUTUAL FUND EDUCATION
