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.
- 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.
Process Pillar
People Pillar
Parent Pillar
- 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