Fidelity Capital Appreciation features a skilled duo of portfolio managers plying a thoughtful strategy that gives the strategy an edge on the competition. Its People rating remains Above Average, and its Process rating rises to Above Average from Average.
Fidelity Capital Appreciation K FCAKX
- NAV / 1-Day Return 44.38 / +1.46 %
- Total Assets 6.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.530%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Large
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield 0.39%
- Turnover 49%
USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0
Morningstar’s Analysis FCAKX
Will FCAKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 35.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 9.95 | 663.0 Mil | Technology |
NVIDIA Corp | 6.11 | 406.7 Mil | Technology |
Amazon.com Inc | 3.69 | 245.9 Mil | Consumer Cyclical |
Uber Technologies Inc | 3.41 | 227.4 Mil | Technology |
Boston Scientific Corp | 2.69 | 179.4 Mil | Healthcare |
Mastercard Inc Class A | 2.53 | 168.8 Mil | Financial Services |
Ingersoll Rand Inc | 2.04 | 136.1 Mil | Industrials |
Netflix Inc | 1.84 | 122.5 Mil | Communication Services |
GE Aerospace | 1.76 | 117.0 Mil | Industrials |
Alphabet Inc Class A | 1.69 | 112.6 Mil | Communication Services |