Mutual Funds - Profile

Fidelity Capital Appreciation Fund

US > Multi-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in companies in the United States.

The investment process is designed to highlight companies in the benchmark index that exhibit above-average earnings growth potential.

The strategy is based on the premise that stock prices follow earnings growth.

Then the research team utilizes quantitative techniques to select companies estimated to grow earnings faster than the market, with an emphasis on quality.

The team employs a go-anywhere approach in favoring companies with growth catalysts, such as new products, acquisitions or turnaround situations.

Next, the research team evaluates a company’s financial More

Price

  • Last Close
  • $47.85
    -0.55
  • 52 Week HL
  • $50.63 - $36.53
  • Net Assets
  • $6860.09 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Jun 30, 2021

Top 10 Holdings
Jul 16, 2021

Company Holding
Company Holding
Total 0%

Manager

  • Name
  • Asher Anolic
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
13.9 % YTD

  • 3 Year
  • 36.52%
  • 5 Year
  • 91.73%
  • Best
  • 36.8%
    2009
  • Worst
  • -5.15%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
FCAKX 17%37%34%-3%28%6%4%11%32%13%1%
S&P 500 19%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 4.8% -16.7% 13.6% 2.5% 7.3% -2.3% 4.2% 0.8% 10.4% 17.4% -
Q2 8.7% 27.4% 4% 7.6% 2.2% -2.4% 1.2% 3.3% 2.9% -2.7% -
Q3 -0.6% 11.5% -1.4% 5.7% 6.9% 6.6% -9.8% 2.9% 7.1% 4.2% -
Q4 0.6% 4.2% -3.8% -17% 5.6% 1.6% 7.3% 3.6% 11.1% 1.2% -

Returns +
M

J F M A M J J A S O N D
2021 1.1% 2.2% 1.4% 5.4% 0.2% 3% 1.6% 3.8% -5.7% 0.6% - -
2020 1.1% -5.3% -13% 13.5% 6.2% 5.7% 6.8% 7.6% -3% -1.2% 9.8% -4%

Annual Return

Index Comparison

Alpha

NAV