Mutual Funds - Profile

Fidelity Series Stock Selector Large Cap Value Fund

US > Large-Cap > Value

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in mega-and large-size companies in the United States.

The investment process is designed to highlight undervalued companies relative to factors such as assets, sales, earnings, growth potential, or cash flow, or relative to their peers.

The research team starts with a list of companies in the benchmark index and narrows down the list using quantitative research and fundamental analysis.

Next, the research team utilizes fundamental analysis to assess a company’s financial health, position in the industry they operate in, as well as More

Price

  • Last Close
  • $15.42
    +0.04
  • 52 Week HL
  • $15.6 - $10.57
  • Net Assets
  • $11644.1 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Jun 30, 2021

Top 10 Holdings
Jun 30, 2021

Company Holding
CAPITAL ONE
UNITEDHEALTH GROUP
WELLS FARGO
BANK OF
JOHNSON & JOHNSON
Company Holding
PROCTER &
CISCO
THERMO FISHER
EXXON MOBIL
DISNEY (WALT)
Total 0%

Manager

  • Name
  • Matthew Friedman
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
22.3 % YTD

  • 3 Year
  • 46.44%
  • 5 Year
  • 58.89%
  • Best
  • 23.85%
    2013
  • Worst
  • -9.04%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
FBLEX 15%0%23%-11%11%14%-6%11%29%14%-2%
S&P 500 16%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 12% -29.4% 10.9% -3.6% 3.1% 2.6% 1.8% 0.9% 11.8% - -
Q2 6% 15.8% 3.1% 3.6% 0.6% 3.4% -0.5% 5.6% 4.4% -100% -
Q3 3% 5.8% 0.7% 5.2% 3.6% 3.2% -9.6% 0.2% 4.1% -100% -
Q4 - 15.8% 2% -12% 4% 6.6% 3.6% 12.7% 1.9% 0.1% -

Returns +
M

J F M A M J J A S O N D
2021 -0.8% 5.6% 6.9% 4.6% 2.8% -1.4% 0.9% 1.6% 0.5% - - -
2020 -2% -9.7% -20.2% 12.8% 3.5% -0.8% 3.7% 4.5% -2.3% -1% 14% 2.7%

Annual Return

Index Comparison

Alpha

NAV