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Morningstar

Fidelity® Large Cap Core Enhanced Index FLCEX

Morningstar Analyst Rating
Quantitative rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 19.24  /  1.26 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    0.390%
  • Expense Ratio 0.390%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.78%
  • Turnover 104%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis FLCEX

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

People Pillar

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

Summary

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Strength in Fidelity® Large Cap Core Enhanced Index’s People Pillar and Parent Pillar underpin this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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