Morningstar

Fidelity Large Cap Stock K6 Fund FCLKX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $20.25  /  −0.49 %
  • Fund Size $197.2M
  • Adjusted Expense Ratio 0.450%
  • Net Expense Ratio 0.450%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Large
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.70%
  • Turnover Ratio 18%
NAV and 1-Day Return as of

Morningstar’s Analysis FCLKX

Will FCLKX outperform in the 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 FCLKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FCLKX 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 FCLKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Unearths attractive opportunities off the beaten path.

Principal Robby Greengold

Robby Greengold

Principal

Summary

In an era when many large-cap funds chase tech titans, Fidelity Large Cap Stock tends to choose paths less followed. And despite occasional detours, the mutual fund’s cheapest share classes have reached rewarding destinations over the long haul. The strategy includes Fidelity Advisor Capital Development.

by Robby Greengold
Rated on Published on

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Portfolio Holdings FCLKX

More FCLKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.48 16M
Technology

Microsoft Corp

5.83 11M
Technology

Fidelity Cash Central Fund

5.18 10M
Cash and Equivalents

Boeing Co

4.46 8M
Industrials

Amazon.com Inc

4.05 8M
Consumer Cyclical

Wells Fargo & Co

3.75 7M
Financial Services

Apple Inc

3.61 7M
Technology

GE Aerospace

3.56 7M
Industrials

ExxonMobil Holdings Corp

3.16 6M
Energy

Alphabet Inc Class A

3.05 6M
Communication Services

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