Fidelity Independence
82 Devonshire St Mailzone Z1c Boston MA 02109
Map
Phone: 800-544-6666
| Category: | Large Growth | | Fund Family: | Fidelity Investments | | Net Assets: | 3.91B | | Year-to-Date Return: | 31.89% | | Yield: | 0.45% | | Morningstar Rating: |  | | Fund Inception Date: | 25-Mar-83 |
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Robert C. Bertelson
Lead Manager since
09-Nov-06 | | | Bertelson has been a portfolio manager with Fidelity Investments since 1991. From 1986 to 1991, he was a vice president and research analyst with Wellington Management Company. He also worked as a research associate with Booz, Allen & Hamilton from 1982 to 1984. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation. The fund invests primarily in common stocks of domestic and foreign issuers. Its strategy may result in the realization of capital gains without considering the tax consequences to shareholders. The advisor is not constrained by any particular investment style and may invest in either growth stocks or value stocks or both, at any given time. |
| Last Dividend
(12-Dec-08):
| 0.09 | | Last Cap Gain
(11-Jan-08):
| 0.50 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 101.52% |
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| Expense | FDFFX | Category
Avg | | Total Expense Ratio: | 0.91%
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 290 | $658 | | 5 Yr Expense Projection*: |
$ 504 | $1,028 | | 10 Yr Expense Projection*: |
$ 1,120 | $2,035 |
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0.17% Nasdaq 0.00%
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