Fidelity® Large Cap Core Enhanced Index (FLCEX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund invests at least 80% of assets in common stocks included in the S&P 500  Index, which is a market capitalization-weighted index of companies with large market capitalizations. It generally uses computer-aided, quantitative analysis of historical valuation, growth, profitability, and other factors to select a broadly diversified group of stocks that may have the potential to provide a higher total return than that of the S&P 500  Index. The fund invests in domestic and foreign issuers.


1 month-0.07% 3 years+17.02%
3 months+2.98% 5 years+14.23%
1 year+13.84% Since inception+6.75%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+14.23%+12.97%
Expense ratio0.46%1.13%
Risk 5 year sharpe ratio1.120.97
Net assets$393.3M$3.8B
Average market cap$73.8B$104.1B
Average P/E17.417.5
Portfolio turnover125%125%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenurePatrick Waddell / 7 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00


U.S. stock95.47%
International stock0.99%
Fixed income0.00%
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
-- 4.64%
AAPL Apple4.20%
MSFT Microsoft2.25%
XOM Exxon Mobil2.13%
JNJ Johnson & Johnson1.88%
GE General Electric1.76%
WFC Wells Fargo1.74%
JPM JPMorgan Chase1.60%
PG Procter & Gamble1.59%
PFE Pfizer1.56%

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