Mutual Funds - Profile

Fidelity Large Cap Stock Fund

US > Large-Cap > Core

Rank

Universe Rank

Summary

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

The investment process is designed to highlight companies that exhibit attractive earnings and dividend yield potential over the next two to three years.

Next, the research team uses fundamental analysis to identify companies that are lagging in market price or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The team also evaluates companies based on their financial health, competitive position in the industry they operate in, as well as More

Price

  • Last Close
  • $43.08
    +0.53
  • 52 Week HL
  • $43.83 - $33.31
  • Net Assets
  • $2970 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Jun 30, 2021

Top 10 Holdings
Jun 30, 2021

Company Holding
GENERAL ELECTRIC
MICROSOFT CORP
WELLS FARGO
EXXON MOBIL
BANK OF
Company Holding
COMCAST CORP
APPLE INC
ALTRIA GROUP
UNITED PARCEL
BRISTOL-MYERS SQUIBB
Total 0%

Manager

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

Documents

  • Annual Reports
  • 2020

Performance
-1.8 % YTD

  • 3 Year
  • 23.22%
  • 5 Year
  • 39.08%
  • Best
  • 50.45%
    2009
  • Worst
  • -47.43%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
FLCSX -9%25%19%29%-7%19%10%-1%11%30%14%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 3.9% 12.1% -25% 14% -2.7% 4.3% -1.2% 1.1% 2.6% 10.8% -
Q2 - 5.2% 14.9% -1% 6.2% 2.2% 2.2% 1.6% 3.9% 5.5% -
Q3 - 1.6% 4.1% -0.5% 7.1% 4.6% 8% -10.3% 0.4% 7% -
Q4 - -0.9% 16.5% 8.4% -16.8% 5.6% 6.9% 5.2% 2.9% 11.2% -

Returns +
M

J F M A M J J A S O N D
2022 -1.8% - - - - - - - - - - -
2021 -0.4% 7% 5.3% 4.5% 2.8% -1.9% -0.2% 1.4% 0.4% 1.6% -1.9% 0.4%

Annual
Return

Index Comparison

Alpha

NAV