Transcription of Fidelity Contrafund Commingled Pool Class 3
1 Release Date: 12-31-2022 Fidelity Contrafund Commingled Pool Class CategoryOverall Morningstar Rating Morningstar ReturnMorningstar RiskS&P 500 TR USDL arge GrowthQQQA verageBelow AverageOut of 1131 Large Growth investments. An investment's overall Morningstar Rating, based on its risk-adjustedreturn, is a weighted average of its applicable 3-, 5-, and 10-year Ratings. See disclosure page for InformationInvestment Objective & StrategyThe Fidelity Contrafund Commingled Pool s investment objective is to provide capital appreciation over a market cycle relative to the S&P 500 Index or other suitable index, through the active management of equities with a focus on companies having strong long-term growth prospects. The portfolio s investment philosophy is to capitalize on the strength of Fidelity s internal research by selecting those stocks that are found to be attractive by Fidelity 's proprietary fundamental research by investing in securities of companies whose value the manager believes is not fully recognized by the public.
2 The portfolio may invest in domestic and foreign issuers in either "growth" or "value" stocks or and Expenses as of 09-30-21 Net Annual Operating Expense Annual Operating Expense per $1000$ Date01-17-14 Annual Turnover Ratio % Fund Assets ($mil)13, Company(s) Fidelity Management Trust CompanyPortfolio Manager(s)William DanoffCategory Description: Large GrowthLarge-growth portfolios invest primarily in big companiesthat are projected to grow faster than other large-cap in the top 70% of the capitalization of the equitymarket are defined as large cap. Growth is defined based onfast growth (high growth rates for earnings, sales, bookvalue, and cash flow) and high valuations (high price ratiosand low dividend yields). Most of these portfolios focus oncompanies in rapidly expanding AnalysisLowModerateHighInvestmentCategor yIn the past, this investment has shown a relatively moderaterange of price fluctuations relative to other investments.
3 Thisinvestment may experience larger or smaller price declines orprice increases depending on market conditions. Some of thisrisk may be offset by owning other investments with differentportfolio makeups or investment Proprietary Statistics1 Year3 Year5 Year10 YearMorningstar Rating . Rank of # of Investments1,2351,1311, AnalysisComposition as of 12-31-22% Equity Style Box as of 12-31-22% Mkt CapLargeMidSmallSizeValue Blend Holdings as of 12-31-22% AssetsBerkshire Hathaway Inc Class Group Revere Str Platforms Inc Class Lilly and Pharmaceuticals Inc Class Number of Stock Holdings282 Total Number of Bond Holdings0 Statistics as of 12-31-22 PortfolioCategoryP/E ($mil)210, , Measures as of 12-31-22 PortfolioCategory5 Yr Std Yr Yr Sharpe Yr Yr Sectors as of 12-31-22% Fundh Basic Consumer Financial Real Communication Consumer Investment Profile is authorized for Ohio Deferred Compensation Program participant use only, and it is supplemented by theDisclosure Statement and explanation of Terms, a current plan performance summary, and a prospectus, if applicable.
4 These canbe obtained at and should be read carefully before investing or sending money. The Investment Performance Reportcontaining performance results is available at ratings reflect the reduction of the fund's expense ratio. However, Ohio DC charges an administrative fee, which isnot reflected in this rating. NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT GUARANTEED BYTHE INSTITUTION MAY GO DOWN IN VALUE (NRF-0713OH-OH) 2023 Morningstar, Inc., Morningstar Investment ProfilesTM 312-696-6000. All rights reserved. The information contained herein: (1) is proprietary to Morningstarand/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its contentproviders are responsible for any damages or losses arising from any use of information.
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