FIFNX
Fidelity Founders Fund
1W: -1.8%
1M: -1.2%
3M: -2.8%
YTD: +2.7%
1Y: +2.6%
3Y: +82.6%
5Y: +57.2%
$27.58
+0.32 (+1.17%)
Weekly Expected Move ±1.5%
$26
$27
$27
$28
$28
Key Statistics
AUM$212M
Holdings59
Top 10 Wt42.6%
Volume0
Avg Volume0
Beta1.17
Portfolio Fundamentals
P/E2.4
P/B1.5
Div Yield0.96%
ROE89.0%
% Profitable72%
Inception2019-02-22
Sector Allocation
Financial Services
17.9%
Technology
15.3%
Communication Services
15.0%
Consumer Cyclical
12.8%
Industrials
11.8%
Consumer Defensive
10.3%
+5 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | ABEC.F | 9.12% | $19.4M | 50,672 |
| 2 | NVIDIA CORP | 0QOJ.L | 5.78% | $12.3M | 61,448 |
| 3 | AMAZON.COM INC | 0R1O.IL | 5.52% | $11.7M | 44,171 |
| 4 | INTERACTIVE BROKERS GROUP INC | IBKR | 3.90% | $8.3M | 104,063 |
| 5 | MARRIOTT INTERNATIONAL INC/MD | 0JYW.L | 3.21% | $6.8M | 18,846 |
| 6 | TAIWAN SEMICONDUCTOR MFG CO LTD | TSFA.F | 3.21% | $6.8M | 17,200 |
| 7 | GE AEROSPACE | GNE.PA | 3.10% | $6.6M | 22,685 |
| 8 | MONSTER BEVERAGE CORP NEW | 0K34.L | 2.94% | $6.2M | 81,065 |
| 9 | COCA COLA CONSOLIDATED INC | 0I0T.L | 2.92% | $6.2M | 30,250 |
| 10 | MICROSOFT CORP | 4338.HK | 2.88% | $6.1M | 15,000 |