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Morningstar

Fidelity® K FFDKX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 73.04  /  0.16 %
  • Total Assets 6.0 Bil
  • Adj. Expense Ratio
    0.380%
  • Expense Ratio 0.380%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.74%
  • Turnover 43%

USD | NAV as of Nov 27, 2023 | 1-Day Return as of Nov 27, 2023, 11:17 PM GMT+0

Morningstar’s Analysis FFDKX

Will FFDKX 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 FFDKX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FFDKX 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 FFDKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Fidelity ® K’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FFDKX

More FFDKX Holdings
  • Current Portfolio Date
  • Equity Holdings 96
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 45.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

10.53
682,724,080
Technology

Apple Inc

10.12
655,647,513
Technology

Alphabet Inc Class A

8.81
571,124,214
Communication Services

NVIDIA Corp

3.25
210,597,785
Technology

Eli Lilly and Co

2.48
160,662,580
Healthcare

UnitedHealth Group Inc

2.43
157,365,763
Healthcare

Amazon.com Inc

2.38
154,019,160
Consumer Cyclical

Costco Wholesale Corp

2.04
131,991,984
Consumer Defensive

Broadcom Inc

1.95
126,435,930
Technology

Visa Inc Class A

1.78
115,469,600
Financial Services