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Morningstar

Fidelity® Capital Appreciation FDCAX

Morningstar Analyst Rating
Analyst rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 34.73  /  1.08 %
  • Total Assets 5.3 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 0.39%
  • Turnover 69%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:16 PM GMT+00:00

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

Summary

| by Todd Trubey

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.

Unlock our full analysis with Morningstar Investor