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Fidelity® Large Cap Core Enhanced Index Fund (FLCEX)

13.27
Net Asset Value
-0.23%
1 Day
+5.99%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.45%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund normally invests at least 80% of assets in common stocks included in the S&P 500  Index, which is a market capitalization-weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performance.

Performance

1 month+1.11% 3 years+9.56%
3 months+4.19% 5 years+12.94%
1 year+15.63% Since inception+6.86%
Data through --

Peer Comparisonvs. Large blend

 FLCEXCategory
Performance 5-yr return+12.94%+11.74%
Expense ratio0.45%1.01%
Risk 5 year sharpe ratio1.201.09
Net assets$527.9M$4.6B
Average market cap$83.3B$109.1B
Average P/E17.221.7
Portfolio turnover84%84%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenurePatrick Waddell / 9 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock98.35%
Cash0.93%
International stock0.63%
Fixed income0.09%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 15.99%
Industrial materials 12.97%
Energy 12.43%
Healthcare 11.33%
Hardware 9.99%
Top 10 Holdings
Portfolio weighting
AAPL Apple4.05%
MSFT Microsoft2.85%
JNJ Johnson & Johnson2.13%
JPM JPMorgan Chase2.10%
AMZN Amazon1.87%
WFC Wells Fargo1.77%
XOM Exxon Mobil1.75%
T AT&T1.75%
BAC Bank of America1.73%
BRKB Berkshire Hathaway1.73%