John Hancock Retirement Plan Services

Fidelity Contrafund (Class K6)

AS OF 2025-06-30
INVESTMENT STRATEGY:

The investment seeks capital appreciation. The fund normally invests primarily in common stocks. It invests in securities of companies whose value Fidelity Management & Research Company (FMR) believes is not fully recognized by the public. The fund invests in domestic and foreign issuers.

Fund Category:
Stock
Morningstar Categoryc22:
Large Growth

PORTFOLIO DETAILS

Ticker FLCNX
Inception Date 2017-05-25
Gross Expense Ratiof1 (%) 0.45
Net Expense Ratiof1 (%) 0.45
Fund Total Net Assets ($M) 35,938.73
Management Company Fidelity Management & Research Company L
Portfolio Managers Asher Anolic
William Danoff
Jason Weiner
Management Company Contact 800-835-5092

TOP TEN HOLDINGS AS OF 2025-05-31

% of Assets

Meta Platforms Inc Class A 16.27
NVIDIA Corp 9.52
Berkshire Hathaway Inc Class A 8.78
Amazon.com Inc 5.74
Microsoft Corp 5.05
Netflix Inc 3.22
Amphenol Corp Class A 2.37
Fidelity Cash Central Fund 2.35
Apple Inc 2.15
Visa Inc Class A 2.02

Average Annual Total Returns %

As of 2025-06-30
Fidelity Contrafund
YTD 12.49
1 Year 21.24
3 Year 28.44
5 Year 17.95
10 Year
Since Inception 17.21
Russell 1000 Growth Indexi19
YTD 6.09
1 Year 17.22
3 Year 25.76
5 Year 18.15
10 Year 17.01
Since Inception --
Large Growthb24
YTD 7.06
1 Year 16.92
3 Year 23.35
5 Year 14.79
10 Year 14.30
Since Inception --
Performance data quoted represents past performance. Past performance is no guarantee of future results. Due to market volatility, current performance may be less or higher than the figures shown. Investment return and principal value will fluctuate so that upon redemption, shares may be worth more or less than their original cost. Performance data does not reflect deduction of redemption fee, which, if such fee exists, would lower performance. For current to the most recent month-end performance information, please log onto myplan.johnhancock.com or call a John Hancock representative at (800) 294-3575.
  YTD 1 Year 3 Year 5 Year 10 Year Since Inception
Fidelity Contrafund 12.49 21.24 28.44 17.95 -- 17.21
Russell 1000 Growth Indexi19 6.09 17.22 25.76 18.15 17.01 --
Large Growthb24 7.06 16.92 23.35 14.79 14.30 --
Performance data quoted represents past performance. Past performance is no guarantee of future results. Due to market volatility, current performance may be less or higher than the figures shown. Investment return and principal value will fluctuate so that upon redemption, shares may be worth more or less than their original cost. Performance data does not reflect deduction of redemption fee, which, if such fee exists, would lower performance. For current to the most recent month-end performance information, please log onto myplan.johnhancock.com or call a John Hancock representative at (800) 294-3575.

Hypothetical Growth of $10,000

Portfolio Snapshotb2

  Long % Short % Net %

Top Sectorsb2 (%)

Top Countriesb2 (%)

Morningstar Category: Large Growth

Large-growth portfolios invest primarily in big U.S. companies that are projected to grow faster than other large-cap stocks. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large cap. Growth is defined based on fast growth (high growth rates for earnings, sales, book value, and cash flow) and high valuations (high price ratios and low dividend yields). Most of these portfolios focus on companies in rapidly expanding industries.

Equity Style Box

Morningstar Ratingm1

Overall

Out of 1033 funds

5 Star Rating
3 Year

Out of 1033 funds

5 Star Rating
5 Year

Out of 954 funds

5 Star Rating

m1. For each fund with at least a three-year history, Morningstar calculates a Morningstar RatingTM based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly performance(not including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. Exchange traded funds and open-ended mutual funds are considered a single population for comparative purposes. The top 10% of funds in each category receive five stars, then next 22.5% receive four stars, the middle 35% receive three stars, the next 22.5% receive two stars, and the bottom 10% receive one star. The Overall Morningstar RatingTM for a fund is derived from a weighted average of the performance figures associated with its three-, five- and 10-year (if applicable) Morningstar RatingTM metrics. The rating formula most heavily weights the three year rating, using the following calculation: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. Past performance does not guarantee future results.

Key Statistics

Turnover Ratio (%) (annualized) 19
Betab1 (3y) (S&P 500 TR USD) 0.98
R-squaredb53 (%) (3y) (S&P 500 TR USD) 90.46
Sharpe Ratiob54 (3y) 1.34
# of Stock Holdings 285
# of Bond Holdings 1

Morningstar Volatility Analysis

Best 2-month Period Apr. 20 - Jun. 20 25.96
Worst 2-month Period Apr. 22 - Jun. 22 -20.01
Investment
Volatility
Category

This investment has shown a relatively moderate range of price fluctuations in the past. For this reason, it currently lands in the middle third of all investments with records of at least three years. However, this investment may experience larger or smaller price declines or price increases depending on market conditions. To offset some of the investment's risk, investors may wish to own investments with different portfolio makeups or investment strategies.