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Morningstar

Fidelity® Capital Appreciation K FCAKX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 39.43  /  0.74 %
  • Total Assets 5.7 Bil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.39%
  • Turnover 69%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 11:16 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.

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.

An attractive, moderate option for large-growth exposure.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Fidelity Capital Appreciation features a capable pair of portfolio managers who strive to top the S&P 500 with faster-growing companies. Both its share classes retain their Morningstar Analyst Ratings of Bronze.

by Todd Trubey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FCAKX

More FCAKX Holdings
  • Current Portfolio Date
  • Equity Holdings 141
  • Bond Holdings 1
  • Other Holdings 11
  • % Assets in Top 10 Holdings 31.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.52
509,307,908
Technology

NVIDIA Corp

4.95
264,794,073
Technology

Mastercard Inc Class A

2.66
142,488,009
Financial Services

Uber Technologies Inc

2.60
139,220,928
Technology

TJX Companies Inc

2.23
119,090,312
Consumer Cyclical

Oracle Corp

2.04
109,129,376
Technology

UnitedHealth Group Inc

2.00
107,237,179
Healthcare

Apple Inc

1.92
102,812,975
Technology

Alphabet Inc Class A

1.89
100,989,896
Communication Services

Universal Music Group NV

1.78
94,969,779
Communication Services