Fidelity® Contrafund® K (FCNKX)

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13.14 +0.00  +0.00% Sep 13 USD
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Performance & Returns

  Total Return Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M 0.31% 1.07% 76
3M 2.02% 2.96% 78
6M 5.63% 6.99% 74
YTD 20.40% 22.48% 77
1Y 1.43% 4.04% 78
3Y 16.62% 16.21% 44
5Y 12.00% 11.15% 42
10Y 14.21% 13.43% 35
15Y 11.07% 9.42% --
20Y 8.79% 6.31% --
As of Sept. 13, 2019. Returns for periods of 1 year and above are annualized.

Asset Allocation

Type % Net % Long % Short
Cash 0.17% 0.17% 0.00%
Stock 98.67% 98.67% 0.00%
Bond 0.00% 0.00% 0.00%
Convertible 0.00% 0.00% 0.00%
Preferred 1.00% 1.00% 0.00%
Other 0.16% 0.16% 0.00%
As of July 31, 2019

Region Exposure

Americas 95.70%
North America 95.59%
Latin America 0.11%
Greater Europe 2.68%
United Kingdom 0.81%
Europe Developed 1.82%
Europe Emerging 0.00%
Africa/Middle East 0.05%
Greater Asia 1.62%
Japan 0.32%
Australasia 0.08%
Asia Developed 0.01%
Asia Emerging 1.21%
Market Classification
% Developed Markets 98.68%
% Emerging Markets 1.32%
As of July 31, 2019. Region breakdown data is calculated by using the long position holdings of the portfolio.

Stock Sector Exposure

Basic Materials 1.71%
Communication Services 0.96%
Consumer Cyclical 16.04%
Consumer Defensive 4.44%
Energy 1.30%
Financial Services 22.02%
Healthcare 12.70%
Industrials 2.92%
Real Estate 0.35%
Technology 37.27%
Utilities 0.29%
As of July 31, 2019

Stock Market Capitalization

Giant 70.40%
Large 22.21%
Medium 6.78%
Small 0.57%
Micro 0.05%
As of July 31, 2019

Stock Style Exposure

Large Cap Value 6.48%
Large Cap Blend 23.71%
Large Cap Growth 63.62%
Mid Cap Value 0.16%
Mid Cap Blend 1.17%
Mid Cap Growth 4.46%
Small Cap Value 0.05%
Small Cap Blend 0.05%
Small Cap Growth 0.31%
As of July 31, 2019
View More Holdings

Top 10 Holdings

Symbol Name % Weight Price % Chg
FB Facebook Inc A 7.12% 186.05 -0.61%
AMZN Amazon.com Inc 6.91% 1804.65 -1.89%
BRK.A Berkshire Hathaway Inc A 5.08% 316230.0 -1.44%
MSFT Microsoft Corp 4.88% 136.29 -0.75%
V Visa Inc Class A 3.78% 176.74 -0.30%
CRM Salesforce.com Inc 3.38% 153.08 +0.07%
UNH UnitedHealth Group Inc 2.86% 233.98 +0.16%
ADBE Adobe Inc 2.81% 281.68 +1.20%
GOOGL Alphabet Inc A 2.62% 1230.54 -0.77%
MA Mastercard Inc A 2.40% 273.49 -1.02%
As of July 31, 2019
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Basic Info

Investment Strategy
The investment seeks capital appreciation. The fund normally invests primarily in common stocks. It invests in securities of companies whose value the advisor believes is not fully recognized by the public. The fund invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both. The fund 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.
General
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Growth
Prospectus Objective Growth
Fund Owner Firm Name Fidelity Investments
Fund Oldest Share Symbol FCNTX
Benchmark Index
S&P 500 TR USD 100.0%
S&P 500 TR USD 100.0%
Reports
One Page Report Download

Manager Info

Name Tenure
William Danoff 28.47 yrs
William Danoff 28.47 yrs

Net Fund Flows

1M -1.199B
3M -4.346B
6M -8.563B
YTD -11.71B
1Y -17.04B
3Y -41.15B
5Y -55.70B
10Y -67.67B
As of Aug. 31, 2019

Risk Info

Beta (5Y) 0.9919
Historical Sharpe Ratio (10Y) 1.157
Historical Sortino (All) 0.8922
Daily Value at Risk (VaR) 1% (All) 3.40%
Monthly Value at Risk (VaR) 1% (All) 13.11%

Fundamentals

Dividend Yield TTM (9-13-19) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Weighted Average PE Ratio 27.23
Weighted Average Price to Sales Ratio 3.918
Weighted Average Price to Book Ratio 4.475
Weighted Median ROE 23.24%
Weighted Median ROA 9.56%
Forecasted Dividend Yield 0.78%
Forecasted PE Ratio 26.21
Forecasted Price to Sales Ratio 3.664
Forecasted Price to Book Ratio 4.235
Number of Holdings 308
As of July 31, 2019

Growth Estimates

Forecasted 5 Yr Earnings Growth 13.47%
Forecasted Book Value Growth 7.66%
Forecasted Cash Flow Growth 16.91%
Forecasted Earnings Growth 13.51%
Forecasted Revenue Growth 10.47%
As of July 31, 2019

Comparables

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Attributes

Purchase Details
Open to New Investors Yes
Open to Existing Investors Yes
Minimum Initial Investment 0.00 USD
Minimum Subsequent Investment 0.00 USD
Fees
Actual 12B-1 Fee --
Actual Management Fee 0.68%
Administration Fee --
Performance Fee 0.20%
Switching Fee --
Transaction Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
Key Dates
Inception Date 5/9/2008
Termination Date
Last Annual Report Date 12/31/2018
Last Prospectus Date 3/1/2019
Attributes
Exchange Traded Share No
Exchange Traded Note No
Enhanced Index Fund No
Fixed Distribution Fund No
High-Net Worth Individual Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No

Excel Add-In Codes

  • Name: =YCI("M:FCNKX","name")
  • Broad Asset Class: =YCI("M:FCNKX", "broad_asset_class")
  • Broad Category: =YCI("M:FCNKX", "broad_category_group")
  • Prospectus Objective: =YCI("M:FCNKX", "prospectus_objective")

To find the codes for any of our financial metrics, see our Complete Reference of Metric Codes.

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