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Fidelity Financial Trust - Fidelity Independence Fund (FDFFX)

44.99 +0.79 (+1.79%)
At close: November 24 at 8:01 PM EST
Loading Chart for FDFFX
DELL
  • Previous Close 44.20
  • YTD Return 4.25%
  • Expense Ratio 0.85%
  • Category Large Growth
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 4.53B
  • Beta (5Y Monthly) 0.95
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 61.00%
  • Last Dividend 0.00
  • Inception Date Mar 25, 1983

The fund invests primarily in common stocks. It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. It 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.

Fidelity Investments

Fund Family

Large Growth

Fund Category

4.53B

Net Assets

1983-03-25

Inception Date

Performance Overview: FDFFX

Trailing returns as of 5/14/2021. Category is Large Growth.

YTD Return

FDFFX
4.25%
Category
12.38%
 

1-Year Return

FDFFX
36.44%
Category
41.70%
 

3-Year Return

FDFFX
15.88%
Category
22.56%
 

5-Year Return

FDFFX
11.43%
Category
21.98%
 

Holdings: FDFFX

Top 10 Holdings (32.75% of Total Assets)

SymbolCompany% Assets
AAPL
Apple Inc. 6.63%
MSFT
Microsoft Corporation 6.25%
AMZN
Amazon.com, Inc. 4.77%
FB
FB 2.87%
GOOGL
Alphabet Inc. 2.28%
GOOG
Alphabet Inc. 2.27%
HD
The Home Depot, Inc. 1.97%
V
Visa Inc. 1.95%
UNH
UnitedHealth Group Incorporated 1.94%
NVDA
NVIDIA Corporation 1.82%

Sector Weightings

SectorFDFFX
Technology   34.20%
Healthcare   9.57%
Industrials   8.74%
Real Estate   4.97%
Utilities   1.28%
Energy   0.00%

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