Mutual Funds - Profile

Fidelity Stock Selector All Cap

US > Multi-Cap > Core

Rank

Universe Rank

Summary

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

The investment process starts with a list of companies in the benchmark index and seeks to deliver attractive risk-adjusted returns over time.

Next the research team relies on fundamental analysis to select stocks within one or more of the major market sectors.

Currently, these sectors include communication services, consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, materials, real estate, and utilities.

Additionally, the portfolio sector weightings are kept similar to those of its benchmark index to add value More

Price

  • Last Close
  • $68.28
    +0.3
  • 52 Week HL
  • $68.53 - $48.15
  • Net Assets
  • $7472.22 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Jun 30, 2021

Top 10 Holdings
Jun 30, 2021

Company Holding
MICROSOFT CORP
APPLE INC
ALPHABET INC
AMAZON.COM INC
FACEBOOK INC
Company Holding
COMCAST CORP
UNITEDHEALTH GROUP
CAPITAL ONE
ADOBE INC
BANK OF
Total 0%

Manager

  • Name
  • Geoff Stein
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
15.9 % YTD

  • 3 Year
  • 53.62%
  • 5 Year
  • 103.29%
  • Best
  • 41.32%
    1991
  • Worst
  • -41.63%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
FDSSX 16%19%29%-7%19%10%-1%10%31%14%-1%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 6.2% -20.2% 15% 1% 8% -1% 3.6% 2.7% 9.9% 14.6% -
Q2 8% 23.4% 3% 6.1% 4.1% 2.8% 0.1% 5.1% 3.6% -5.1% -
Q3 5.1% 7.4% -0.5% 5.5% 5.3% 5.6% -9.8% -0.8% 7.6% 6.4% -
Q4 - 10% 3.9% -17.6% 5.3% 2% 6.9% 3.6% 9.2% 0.4% -

Returns +
M

J F M A M J J A S O N D
2021 -0.6% 3.4% 3.3% 5.7% 0.2% 2.1% 1.4% 3% 0.6% -3.9% - -
2020 0.1% -7.5% -13.8% 14.1% 6.2% 1.9% 6.5% 6.7% -3.7% -1.9% 11.9% 0.2%

Annual Return

Index Comparison

Alpha

NAV