Line of Credit Details
Morningstar Category
Large Growth
Fund Inception
05/02/1963
05/30/20240.47%
05/30/20240.47%
04/04/2025$12.70
Minimum to Invest
$0.00
09/30/202439.00%
03/31/2025$33,581.74
03/31/2025$24,766.05
12 Month Low-High
03/31/2025$13.51 - $16.03
Hypothetical Growth of $10,000 footnote 4
footnote 5
AS OF 03/31/2025
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FUND
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Insufficient Data. Either the fund is too new, or return data of current frequency is not available.
Top 10 Holdings footnote 6
AS OF 02/28/2025
40.48% of Total Portfolio
55 holdings
53 issuers
Fund Manager(s)
Sammy SimnegarPrimary Manager
Manager Tenure: since 02/22/2019
- BulletFidelity Advisor® International Capital Appreciation Fund Class I (since 01/01/2008)
- BulletFidelity Advisor® International Capital Appreciation Fund Class M (since 01/01/2008)
- BulletFidelity® Magellan® Fund (since 02/22/2019)
- BulletFidelity Advisor® International Capital Appreciation Fund Class C (since 01/01/2008)
- BulletFidelity Advisor® International Capital Appreciation Fund Class A (since 01/01/2008)
- BulletFidelity® International Capital Appreciation Fund (since 01/01/2008)
- BulletVIP International Capital Appreciation Portfolio - Investor Class (since 01/01/2008)
- BulletVIP International Capital Appreciation Portfolio - Initial Class (since 01/01/2008)
- BulletVIP International Capital Appreciation Portfolio - Service Class (since 01/01/2008)
- BulletVIP International Capital Appreciation Portfolio - Service Class 2 (since 01/01/2008)
- BulletFidelity® Magellan® Fund Class K (since 02/22/2019)
- BulletFidelity Advisor® International Capital Appreciation Fund Class Z (since 01/01/2008)
- BulletFidelity® International Capital Appreciation K6 Fund (since 05/25/2017)
- BulletFidelity® Magellan® K6 Fund (since 06/13/2019)
- BulletFIAM International Capital Appreciation Commingled Pool Class D (since 04/12/2022)
- BulletFIAM International Capital Appreciation Commingled Pool Class C (since 04/12/2022)
- BulletFIAM International Capital Appreciation Commingled Pool Class A (since 04/12/2022)
- BulletFidelity® Magellan Commingled Pool Class F (since 02/22/2019)
- BulletFidelity Advisor® Magellan® Fund - Class A (since 02/22/2019)
- BulletFidelity Advisor® Magellan® Fund - Class M (since 02/22/2019)
- BulletFidelity Advisor® Magellan® Fund - Class C (since 02/22/2019)
- BulletFidelity Advisor® Magellan® Fund - Class I (since 02/22/2019)
- BulletFidelity Advisor® Magellan® Fund - Class Z (since 02/22/2019)
Commentary
Fund Overview
Top Sector
AS OF 02/28/2025
Information Technology31.68%
Top Country
AS OF 02/28/2025
United States95.58%
Objective
Seeks capital appreciation.
Strategy
Normally investing primarily in common stocks. Investing in either "growth" stocks or "value" stocks or both.
Risk
Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Foreign securities are subject to interest rate, currency exchange rate, economic, and political risks.
Additional Disclosures
This description is only intended to provide a brief overview of the mutual fund. Read the fund's prospectus for more detailed information about the fund.
Quarter-End Average Annual Total Returns footnote 2
footnote 3
footnote 4
AS OF 03/31/2025
Fund Inception 05/02/1963
0.47% AS OF 05/30/2024
| Return Type | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | Life |
|---|---|---|---|---|---|
FUND Fidelity® Magellan® Fund | 3.82% | 9.09% | 16.75% | 12.07% | 15.60% |
PRIMARY BENCHMARK | 8.25% | 9.06% | 18.59% | 12.50% | -- |
MORNINGSTAR CATEGORY AVERAGE | 5.01% | 7.76% | 16.99% | 12.61% | -- |
Fidelity® Magellan® Fund | 2.35% | 7.12% | 15.06% | 10.11% | -- |
| 3.00% | 6.32% | 14.89% | 10.52% | -- | |
Fidelity® Magellan® Fund | 3.39% | 6.74% | 13.28% | 9.38% | -- |
| 3.69% | 5.71% | 13.30% | 9.80% | -- |