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Fidelity Capital Appreciation FDCAX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 47.69  /  −2.29 %
  • Total Assets 6.8 Bil
  • Adj. Expense Ratio
    0.610%
  • Expense Ratio 0.610%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.30%
  • Turnover 49%

USD | NAV as of Jul 17, 2024 | 1-Day Return as of Jul 17, 2024, 10:12 PM GMT+0

Morningstar’s Analysis FDCAX

Will FDCAX outperform in future?

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

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.

Rated on Published on

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Portfolio Holdings FDCAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 40.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.60 631.1 Mil
Technology

NVIDIA Corp

7.12 468.0 Mil
Technology

Apple Inc

5.67 372.6 Mil
Technology

Amazon.com Inc

4.02 264.2 Mil
Consumer Cyclical

Boston Scientific Corp

2.90 190.9 Mil
Healthcare

Uber Technologies Inc

2.79 183.8 Mil
Technology

Mastercard Inc Class A

2.44 160.3 Mil
Financial Services

Ingersoll Rand Inc

1.89 124.6 Mil
Industrials

Netflix Inc

1.88 123.8 Mil
Communication Services

Alphabet Inc Class A

1.87 123.1 Mil
Communication Services