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 43.76 / −0.11 %
- Total Assets 6.7 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 0.37%
- Turnover 49%
USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 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 36.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 10.05 | 651.9 Mil | Technology |
NVIDIA Corp | 6.08 | 394.5 Mil | Technology |
Amazon.com Inc | 3.71 | 241.0 Mil | Consumer Cyclical |
Uber Technologies Inc | 3.62 | 234.8 Mil | Technology |
Boston Scientific Corp | 2.67 | 173.5 Mil | Healthcare |
Mastercard Inc Class A | 2.57 | 166.5 Mil | Financial Services |
Ingersoll Rand Inc | 2.02 | 130.9 Mil | Industrials |
Netflix Inc | 1.87 | 121.6 Mil | Communication Services |
Apple Inc | 1.78 | 115.8 Mil | Technology |
AbbVie Inc | 1.66 | 107.6 Mil | Healthcare |