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Fidelity Capital Appreciation K FCAKX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Fidelity Investment Hub

Morningstar’s Analysis FCAKX

Will FCAKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FCAKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FCAKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FCAKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong yet moderate large-growth option.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

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.

by Todd Trubey
Rated on Published on

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