Sensible Investor

Registry rank 23 · Portfolio as of 2026-03-31

Fidelity Contrafund

FCNKX · FCNTX

Best-fit active share51.4%vs IVV · fund as of 2026-03-31 · proxy as of 2026-03-31
Declared-benchmark active shareNot filed yetNo mapped declared benchmark
FCNKX expense ratio0.67%SEC expense filing · as of 2026-02-28
FCNKX fee per active unit1.30%expense as of 2026-02-28; fund as of 2026-03-31; proxy as of 2026-03-31

Filed fees in dollars

Assumptions for each dollar figure: $100,000 starting amount · 5.0% annual return · annual compounding · fees deducted annually · 0.00% computed index-control baseline. Methodology.

Illustrated difference between each class’s filed expense ratio and the computed index-control baseline.
Share class and filing10 years20 years30 years
FCNKX0.67% · SEC expense filing · as of 2026-02-28$10,100$31,885$75,516
FCNTX0.74% · SEC expense filing · as of 2026-02-28$11,123$34,998$82,626

These figures are illustrations, not predictions or personalized advice. Returns and fees can differ. Read the research disclaimer.

Change the illustration

Assumptions for the dollar figures below: $100,000 starting amount; 5.0% annual return; 20 years; annual compounding; fees deducted annually; 0.00% computed index-control baseline. FCNKX SEC expense filing, as of 2026-02-28. Methodology.

Illustration for FCNKX; expense ratio filed as of 2026-02-28.
ResultAmount
Ending value at baseline$265,330
Ending value at filed expense ratio$233,445
Difference attributed to fee drag$31,885

This is an illustration, not a prediction or personalized advice. Returns and fees can differ. Read the research disclaimer.

Largest active differences vs IVV

The bars are labeled and repeated in the table; color is not the only signal. Linked company names open Buy Like Buffett’s company record; Sensible Investor does not score stocks.

Meta Platforms, Inc.+8.65%
Apple, Inc.-4.19%
Berkshire Hathaway, Inc.+3.88%
Amazon.com, Inc.+2.42%
NVIDIA Corp.+2.39%
Amphenol Corp.+1.92%
Tesla, Inc.-1.80%
Microsoft Corp.-1.77%
SPACE EXPLORATION TECHNOLOGIES CORP+1.44%
TAIWAN SEMICONDUCTOR MFG CO LTD+1.35%
HoldingFundIVVDifference
Meta Platforms, Inc.10.88%2.24%+8.65%
Apple, Inc.2.48%6.67%-4.19%
Berkshire Hathaway, Inc.5.45%1.57%+3.88%
Amazon.com, Inc.6.06%3.64%+2.42%
NVIDIA Corp.9.97%7.58%+2.39%
Amphenol Corp.2.19%0.28%+1.92%
Tesla, Inc.0.07%1.87%-1.80%
Microsoft Corp.3.14%4.92%-1.77%
SPACE EXPLORATION TECHNOLOGIES CORP1.44%0.00%+1.44%
TAIWAN SEMICONDUCTOR MFG CO LTD1.35%0.00%+1.35%

Source and verification

SEC N-PORT filing · filed 2026-05-26 · period 2026-03-31

SEC expense filing · period 2026-02-28

Immutable verification record · Active-share method