Fidelity Exchange
Fidelity Exchange Fund 82 Devonshire Street Boston MA 02109
Map
Phone: 800-544-8888
| Category: | Large Blend | | Fund Family: | Fidelity Investments | | Net Assets: | 172.90M | | Year-to-Date Return: | 23.07% | | Yield: | 1.75% | | Morningstar Rating: |  | | Fund Inception Date: | 23-Dec-76 |
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Myra Wonisch Tucker
Lead Manager since
01-Sep-07 | | | Myra joined Fidelity in 1994, before which she spent two years as a research analyst at Independence Investments and three years as a senior consultant, Management Information Systems, at Andersen Consulting. She has an MBA from the Tuck School of Business and is a Chartered Financial Analyst. |
| Min Initial Investment: | NaN | | Min Initial Investment, IRA: | NaN | | 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 and income. The fund accepts, in exchange for fund shares, large blocks of individual securities with large unrealized appreciation. This exchange is a non-taxable event. The fund invests primarily in common stocks. |
| Last Dividend
(5-Jun-09):
| 2.00 | | Last Cap Gain
(23-Dec-05):
| 1.75 | | Annual Holdings Turnover
| .00% | | Average for Category:
| 78.74% |
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| Expense | FDLEX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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0.51% Nasdaq 
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