Fidelity Export & Multinational Fidelity Union Street Trust 82 Devonshire Street Boston MA 02109 Map
Phone: 800-544-9797
| Category: | Large Growth | | Fund Family: | Fidelity Investments | | Net Assets: | 2.76B | | Year-to-Date Return: | 34.32% | | Yield: | 0.51% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Oct-94 |
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Victor Y. Thay
Lead Manager since
31-Oct-05 | | | Thay is vice president and manager of Export and Multinational Fund, which he has managed since October 2005. Since joining Fidelity Investments in 1995, Thay has worked as a research analyst and portfolio manager. |
| 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 long-term growth of capital. The fund normally invests in securities of U.S. companies and common stocks, that are expected to benefit from exporting or selling their goods or services outside of the United States. It may invest in securities of foreign issuers and in securities of U.S. companies that are not export or multinational companies. The fund may invest in either growth stocks or value stocks or both. |
| Last Dividend
(4-Dec-09):
| 0.03 | | Last Cap Gain
(10-Oct-08):
| 0.12 | | Annual Holdings Turnover
| 83.00% | | Average for Category:
| 112.30% |
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| Expense | FEXPX | Category Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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