Morningstar

Fidelity Large Cap Value Index Fund FLCOX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $25.29  /  −0.12 %
  • Fund Size $14.9B
  • Adjusted Expense Ratio 0.035%
  • Net Expense Ratio 0.030%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.88%
  • Turnover Ratio 14%
NAV and 1-Day Return as of

Morningstar’s Analysis FLCOX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Large Cap Value Index holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FLCOX

More FLCOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

6.13 930M
Consumer Cyclical

Apple Inc

5.57 846M
Technology

Microsoft Corp

5.00 759M
Technology

JPMorgan Chase & Co

2.53 384M
Financial Services

Berkshire Hathaway Inc Class B

2.49 378M
Financial Services

ExxonMobil Holdings Corp

1.78 270M
Energy

Johnson & Johnson

1.70 258M
Healthcare

Cisco Systems Inc

1.16 176M
Technology

Walmart Inc

1.12 170M
Consumer Defensive

AbbVie Inc

1.11 168M
Healthcare

Sponsor Center