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Morningstar

Fidelity® Capital Appreciation FDCAX

Morningstar Medalist Rating
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%

USD | NAV as of May 26, 2023 | 1-Day Return as of May 26, 2023, 10:14 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.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FDCAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FDCAX 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 FDCAX’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 FDCAX

More FDCAX Holdings
  • 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

Microsoft Corp

6.85
362,194,173
Technology

NVIDIA Corp

3.20
169,116,376
Technology

Mastercard Inc Class A

2.72
143,837,678
Financial Services

UnitedHealth Group Inc

2.57
136,054,880
Healthcare

JPMorgan Chase & Co

2.46
130,283,938
Financial Services

TJX Companies Inc

2.21
116,897,448
Consumer Cyclical

Uber Technologies Inc

2.16
113,999,540
Technology

Apple Inc

2.10
110,764,649
Technology

Universal Music Group NV

2.03
107,230,600
Communication Services

CME Group Inc Class A

2.03
107,220,174
Financial Services