Morningstar

Fidelity Capital Appreciation Fund FDCAX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 53.51  /  +0.53 %
  • Total Assets 7.9B
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.630%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.57%
  • Turnover 84%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 4:51 AM GMT+0

Morningstar’s Analysis FDCAX

Will FDCAX 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 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.

The new manager had a nice start.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Fidelity Capital Appreciation’s skilled portfolio manager has a solid process, earning Above Average People and Process ratings.

by Todd Trubey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FDCAX

More FDCAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.89 711M
Technology

Amazon.com Inc

6.41 512M
Consumer Cyclical

Alphabet Inc Class A

4.59 366M
Communication Services

Microsoft Corp

3.32 265M
Technology

Apple Inc

3.27 261M
Technology

Western Digital Corp

2.92 233M
Technology

Meta Platforms Inc Class A

2.85 228M
Communication Services

Seagate Technology Holdings PLC

2.73 218M
Technology

Alphabet Inc Class C

2.43 194M
Communication Services

Micron Technology Inc

2.37 189M
Technology

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