| 32.80 Net Asset Value | +1.27% 1 Day | +17.14% Year-to-Date | Overall Morningstar Rating |
| Industrials Style or Category | 3.5 Sales Expenses | 1.40% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | -0.89% | 3 years | +16.34% | |
| 3 months | +2.37% | 5 years | +7.94% | |
| 1 year | +29.34% | Since inception | +10.53% |
| FCLTX | Category | |
|---|---|---|
| Performance 5-yr return | +7.94% | +6.16% |
| Expense ratio | 1.40% | 1.50% |
| Risk 5 year sharpe ratio | 0.38 | 0.33 |
| Net assets | $495.5M | $257.2M |
| Average market cap | $19.8B | $24.8B |
| Average P/E | 17.4 | 17.7 |
| Portfolio turnover | 82% | 82% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Fidelity Investments |
| Fund manager & tenure | Tobias Welo / 6 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 73.71% |
| Business service | 12.62% |
| Consumer goods | 7.12% |
| Consumer service | 3.94% |
| Hardware | 0.83% |
| GE General Electric Co | 13.09% |
| UTX United Technologies Corp | 6.61% |
| DHR Danaher Corporation | 4.45% |
| MMM 3M Co | 4.41% |
| HON Honeywell International, Inc. | 3.94% |
| CAT Caterpillar Inc | 3.19% |
| ETN Eaton Corporation PLC | 3.05% |
| CMI Cummins Inc | 2.44% |
| RSG Republic Services Inc Class A | 2.39% |
| TW Towers Watson & Co. | 2.27% |
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