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Fidelity® Capital Appreciation FDCAX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 35.49  /  1.34 %
  • Total Assets 5.2 Bil
  • Adj. Expense Ratio
  • Expense Ratio 0.830%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.37%
  • Turnover 69%

Morningstar’s Analysis FDCAX

Will FDCAX outperform in future?

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

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.

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Portfolio Holdings FDCAX

  • Current Portfolio Date Mar 31, 2023
  • Equity Holdings 152
  • Bond Holdings 0
  • Other Holdings 8
  • % Assets in Top 10 Holdings 28.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
6.85
362,194,173
Technology
3.20
169,116,376
Technology
2.72
143,837,678
Financial Services
2.57
136,054,880
Healthcare
2.46
130,283,938
Financial Services
2.21
116,897,448
Consumer Cyclical
2.16
113,999,540
Technology
2.10
110,764,649
Technology
2.03
107,230,600
Communication Services
2.03
107,220,174
Financial Services