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Fidelity Series All-Sector Equity (FSAEX)
At close: 8:01 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 27.25% |
| 5y Average Return | 18.13% |
| Number of Years Up | 12 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Nov 6, 2024) | 34.59% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 34.59% |
| Worst 3Y Total Return | 7.66% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FSAEX
Category
- YTD
- 21.93%
- 5.31%
- 1-Month
- -0.77%
- -4.19%
- 3-Month
- 3.88%
- 3.90%
- 1-Year
- 39.47%
- 20.31%
- 3-Year
- 9.91%
- 6.48%
- 5-Year
- 17.49%
- 11.78%
- 10-Year
- 13.47%
- 10.96%
- Last Bull Market
- 28.17%
- 25.56%
- Last Bear Market
- -17.44%
- -15.11%
Annual Total Return (%) History
Year
FSAEX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 12.05% | 4.32% | 5.12% | -- |
| 2023 | 8.97% | 9.85% | -2.51% | 11.90% |
| 2022 | -4.56% | -17.44% | -3.60% | 7.35% |
| 2021 | 7.18% | 8.53% | -0.63% | 9.54% |
| 2020 | -19.64% | 23.34% | 10.13% | 15.80% |
| 2019 | 13.96% | 4.15% | 1.00% | 10.26% |
| 2018 | 0.16% | 3.93% | 7.33% | -15.93% |
| 2017 | 6.81% | 3.39% | 4.29% | 5.50% |
| 2016 | 0.46% | 2.07% | 4.51% | 3.38% |
| 2015 | 2.57% | -0.28% | -8.29% | 6.70% |
| 2014 | 2.22% | 4.82% | 0.68% | 4.34% |
| 2013 | 10.04% | 2.65% | 7.35% | 10.18% |
| 2012 | 13.98% | -3.91% | 6.34% | 0.27% |
| 2011 | 6.05% | -1.07% | -15.27% | 9.35% |
| 2010 | 5.09% | -11.40% | 11.64% | 12.20% |
| 2009 | -8.64% | 18.37% | 18.15% | 5.34% |
Rank in Category (By Total Return)
| YTD | 15 |
| 1-Month | 35 |
| 3-Month | 19 |
| 1-Year | 13 |
| 3-Year | 12 |
| 5-Year | 2 |
Load Adjusted Returns
| 1-Year | 39.47% |
| 3-Year | 9.91% |
| 5-Year | 17.49% |
| 10-Year | 13.47% |
Performance & Risk
| YTD Return | 27.25% |
| 5y Average Return | 18.13% |
| Rank in Category (ytd) | 15 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Fidelity Investments |
| Net Assets | 3.89B |
| YTD Return | 21.93% |
| Yield | 1.07% |
| Morningstar Rating | |
| Inception Date | Oct 17, 2008 |
Fund Summary
The fund invests primarily in common stocks. It normally invests at least 80% of assets in equity securities. The fund invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments.
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