15 important things you should know about Fidelity Investments FCNTX mutual fund
Updated: November 29, 2021
Bull case
High net assets
3-year return above the benchmark
5-year return above the benchmark
10-year return above the benchmark
15-year return above the benchmark
No sales load or distribution fees
Bear case
High expense ratio

Before we start: if you’re looking for FCNTX “stock” price, you can quickly find it out by visiting Finny and typing "FCNTX quote". If you’re looking for a quick scoop on FCNTX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "FCNTX". You’ll get all this info in one place.

Are you looking to buy or sell FCNTX? Or perhaps you’re looking for FCNTX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this FCNTX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: FCNTX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: FCNTX buy or sell; the pros and cons of investing in FCNTX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to FCNTX.

And here is the list of questions we’ll answer:

  1. Describe Fidelity Contrafund (FCNTX).
  2. What are FCNTX holdings?
  3. What is FCNTX performance? What are FCNTX historical returns?
  4. What is FCNTX dividend yield?
  5. What is FCNTX minimum initial investment amount?
  6. Does FCNTX have any sales loads or 12b-1 distribution expenses?
  7. What is FCNTX Finny Score? FCNTX buy or sell?
  8. What are the pros of investing in FCNTX? What are FCNTX buy reasons?
  9. What are the cons of investing in FCNTX? What are FCNTX sell reasons?
  10. Compare and contrast: FCNTX vs QQQ.
  11. Compare and contrast: FCNTX vs SPY.
  12. Compare and contrast: FCNTX vs VOO.
  13. Compare and contrast: FCNTX vs VTI.
  14. Compare and contrast: FCNTX vs FBGRX.
  15. Compare and contrast: FCNTX vs FCNKX.

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe Fidelity Contrafund (FCNTX).

The Fund seeks capital appreciation. The Fund seeks to achieve its investment objective by investing in securities of companies whose value it believes is not fully recognized by the public. The Fund normally invests primarily in common stocks and may invest in both domestic and foreign issuers.

2. What are FCNTX top holdings?

FCNTX has 307 stock holdings and 1 bond holdings.

The top 10 holdings represent 47.96% of total assets. Here are the top holdings:

Name Symbol % Assets
Amazon.com Inc AMZN 9.47%
Facebook Inc A FB 8.50%
Microsoft Corp MSFT 5.74%
Berkshire Hathaway Inc Class A BRK.A 4.72%
Salesforce.com Inc CRM 4.49%
Adobe Inc ADBE 3.38%
Apple Inc AAPL 3.03%
Visa Inc Class A V 2.90%
UnitedHealth Group Inc UNH 2.88%
Netflix Inc NFLX 2.85%

3. What is FCNTX performance? What are FCNTX historical returns?

FCNTX has generated the following returns:

  • 1-month return is 1.81%;
  • 3-month return is 2.95%;
  • 1-year return is 2.95%;
  • 3-year return is 26.90%;
  • 5-year return is 22.37%;
  • 10-year return is 18.57%;
  • 15-year return is 12.54%.

4. What is FCNTX dividend yield?

FCNTX yield is 0%.

5. What is FCNTX minimum initial investment amount?

FCNTX minimum initial investment amount is $2.50K.

6. Does FCNTX have any sales loads or 12b-1 distribution expenses?

FCNTX 12b-1 distribution fee is 0. FCNTX front-end sales load is 0. FCNTX back-end sales load is 0.

Analysis

7. What is Finny Score? buy or sell?

Finny Score is 86. Our quantitative analysis shows 6 reasons to buy and 1 reason to sell it, resulting in the Finny Score of 86.

8. What are the pros of investing in FCNTX? What are FCNTX buy reasons?

The following are FCNTX strengths from our perspective:

  • FCNTX net assets are $129.54 billion. This fund is a popular choice with retail and institutional investors.
  • FCNTX 3-year return is 26.9%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 21.93%.
  • FCNTX 5-year return is 22.37%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 17.9%.
  • FCNTX 10-year return is 18.57%, which is higher than the 10-year return of the benchmark index (S&P 500 TR USD), 17.09%.
  • FCNTX 15-year return is 12.54%, which is higher than the 15-year return of the benchmark index (S&P 500 TR USD), 10.48%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

9. What are the cons of investing in FCNTX? What are FCNTX negatives?

The following are FCNTX weaknesses from our perspective:

  • FCNTX expense ratio is 0.86%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Alternatives

10. Compare and contrast: FCNTX vs QQQ.

FCNTX is a mutual fund, whereas QQQ is an ETF.

FCNTX has a lower 5-year return than QQQ (22.37% vs 27.92%).

FCNTX has a higher expense ratio than QQQ (0.86% vs 0.2%).

FCNTX QQQ
Segment U.S. Equity: Large Growth Equity: U.S. - Large Cap
Net Assets $129.54B $201.39B
Expense Ratio 0.86% 0.2%
Management Style active passive (index-based)
Underlying Index N/A NASDAQ-100 Index
Dividend Yield N/A 0.49%

QQQ profile: The Fund seeks to provide investment results that generally correspond to the price and yield performance of the Nasdaq-100 Index. The Index measures the average performance of a broadly diversified group of equity securities issued by 100 of the largest non-financial companies listed on The NASDAQ Stock Market, Inc.

For further information, check out FCNTX vs QQQ comparison details.

11. Compare and contrast: FCNTX vs SPY.

FCNTX is a mutual fund, whereas SPY is an ETF.

FCNTX has a higher 5-year return than SPY (22.37% vs 17.79%).

FCNTX has a higher expense ratio than SPY (0.86% vs 0.09%).

FCNTX SPY
Segment U.S. Equity: Large Growth Equity: U.S. - Large Cap
Net Assets $129.54B $417.28B
Expense Ratio 0.86% 0.09%
Management Style active passive (index-based)
Underlying Index N/A S&P 500
Dividend Yield N/A 1.3%

SPY profile: The Trust seeks investment results that, before expenses, generally correspond to the price and yield performance of the component common stocks of the S&P 500 Index.

For further information, check out FCNTX vs SPY comparison details.

12. Compare and contrast: FCNTX vs VOO.

FCNTX is a mutual fund, whereas VOO is an ETF.

FCNTX has a higher 5-year return than VOO (22.37% vs 17.88%).

FCNTX has a higher expense ratio than VOO (0.86% vs 0.03%).

FCNTX VOO
Segment U.S. Equity: Large Growth Equity: U.S. - Large Cap
Net Assets $129.54B $268.41B
Expense Ratio 0.86% 0.03%
Management Style active passive (index-based)
Underlying Index N/A S&P 500
Dividend Yield N/A 1.34%

VOO profile: The Fund seeks to track the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index.

For further information, check out FCNTX vs VOO comparison details.

13. Compare and contrast: FCNTX vs VTI.

FCNTX is a mutual fund, whereas VTI is an ETF.

FCNTX has a higher 5-year return than VTI (22.37% vs %).

FCNTX has a higher expense ratio than VTI (0.86% vs 0.03%).

FCNTX VTI
Segment U.S. Equity: Large Growth Equity: U.S. - Total Market
Net Assets $129.54B $283.29B
Expense Ratio 0.86% 0.03%
Management Style active passive (index-based)
Underlying Index N/A CRSP US Total Market Index
Dividend Yield N/A N/A

VTI profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. The Fund invests by holding a collection of securities that approximates the Index.

For further information, check out FCNTX vs VTI comparison details.

14. Compare and contrast: FCNTX vs FBGRX.

Both FCNTX and FBGRX are mutual funds.

FCNTX has a lower 5-year return than FBGRX (22.37% vs 29.66%).

FCNTX has a higher expense ratio than FBGRX (0.86% vs 0.79%).

FCNTX FBGRX
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Net Assets $129.54B $51.98B
Expense Ratio 0.86% 0.79%
Management Style active active
Underlying Index N/A N/A
Dividend Yield N/A N/A

FBGRX profile: The Fund seeks long-term growth of capital by investing at least 65% of total assets in domestic or foreign blue chip firms (those with a market capitalization of at least $200 million, if the firm's stock is included in the S&P 500 or the Dow Jones Industrial average, or $1 billion if not included in either Index).

For further information, check out FCNTX vs FBGRX comparison details.

15. Compare and contrast: FCNTX vs FCNKX.

Both FCNTX and FCNKX are mutual funds.

FCNTX has a lower 5-year return than FCNKX (22.37% vs 22.48%).

FCNTX has a higher expense ratio than FCNKX (0.86% vs 0.78%).

FCNTX FCNKX
Segment U.S. Equity: Large Growth
Net Assets $129.54B $17.64B
Expense Ratio 0.86% 0.78%
Management Style active N/A
Underlying Index N/A N/A
Dividend Yield N/A N/A

FCNKX profile: The Fund seeks capital appreciation. The Fund seeks to achieve its investment objective by investing in securities of companies whose value it believes is not fully recognized by the public. The Fund normally invests primarily in common stocks and may invest in both domestic and foreign issuers.

For further information, check out FCNTX vs FCNKX comparison details.

In the FCNTX review, we covered FCNTX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.