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Fidelity Founders Fund: (MF: FIFNX)
(NASDAQ Mutual Funds) As of Apr 25, 2025 08:00 PM ET
$21.76 USD
+0.22 (1.02%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -7.35 | 66 |
| 3 months | -7.35 | 66 |
| 6 months | -1.66 | 26 |
| 1 Year | 5.69 | 31 |
| 3 Year | 9.17 | 14 |
| 5 Year | 18.74 | 14 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 33.43 |
| % Yield | 0.00 |
| % SEC Yield | NA |
| Net Assets (Mil $) 3/31/2025 | 118.53 |
| % Turnover 3/31/2025 | 31.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 1.17 | 1.12 | NA |
| Alpha | -0.20 | -1.13 | 0.00 |
| R Squared | 0.92 | 0.88 | NA |
| Std. Dev. | 21.00 | 20.18 | NA |
| Sharpe | 0.33 | 0.89 | NA |
Sector / Country Weightings
| As of 3/31/2025 | % of Portfolio |
|---|---|
| Technology | 37.19 |
| Finance | 23.03 |
| Retail Trade | 10.32 |
| Other | 6.47 |
| Non-Durable | 6.32 |
| Consumer Durables | 6.05 |
| Industrial Cyclical | 4.33 |
| Services | 3.24 |
| Health | 2.31 |
| Energy | 0.74 |
Portfolio Holdings
| Top Equity Holdings (As of 10/31/2024) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| NVIDIA CORP | 8.41 | 13.73 |
| MICROSOFT CORP | 6.44 | 10.51 |
| META PLATFORMS INC | 4.96 | 8.10 |
| ALPHABET INC CLASS C | 4.58 | 7.47 |
| AMAZON.COM INC | 4.37 | 7.14 |
| APOLLO GLOBAL MANAGEMENT | 3.07 | 5.00 |
| TOTAL*MONEY MARKET | 2.82 | 4.61 |
| NETFLIX INC | 2.64 | 4.32 |
| BLACKROCK INC | 2.16 | 3.52 |
Stock Holding % of Net Assets
| As Of | 10/31/2024 |
| Total Issues | 142 |
| Avg. P/E | 30.51 |
| Avg. P/Book | 4.84 |
| Avg. EPS Growth | 19.27 |
| Avg. Market Value (Mil $) | 416,391 |
Composition
| % of Portfolio | |
| Stocks | 97.67 |
| Foreign Stocks | 13.44 |
| Cash | 2.82 |
| Bonds | 0.00 |
| Foreign Bonds | 0.00 |
| Preferred | 0.00 |
| Convertible | 0.32 |
| Other | -0.82 |
| Foreign Hedged | 0.00 |
Style Analysis
| % of Portfolio | |
| Large Growth | 47.00 |
| Large Value | 0.00 |
| Small Growth | 20.76 |
| Small Value | 0.00 |
| Foreign Stock | 3.81 |
| Emerging Market | 0.56 |
| Precious Metal | 0.00 |
| Intermediate Bond | 0.00 |
| Foreign Bond | 0.00 |
| High Yield Bond | 23.86 |