Fidelity® Large Cap Core Enhanced Index (FLCEX)

11.98
Net Asset Value
-0.50%
1 Day
+0.08%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.46%
Expense Ratio
Average
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.

Performance

1 month-0.91% 3 years+18.81%
3 months+5.89% 5 years+16.06%
1 year+14.95% Since inception+6.84%
Data through --

Peer Comparisonvs. Large blend

 FLCEXCategory
Performance 5-yr return+16.06%+13.88%
Expense ratio0.46%1.13%
Risk 5 year sharpe ratio1.181.03
Net assets$364.1M$3.7B
Average market cap$72.9B$100.3B
Average P/E16.316.9
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

Holdings

U.S. stock97.00%
Cash2.75%
International stock0.26%
Fixed income0.00%
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 Apple Inc4.15%
-- E-mini S&P 500 Index Future Dec143.26%
MSFT Microsoft Corp2.30%
XOM Exxon Mobil Corporation2.11%
JNJ Johnson & Johnson2.05%
GE General Electric Co1.82%
WFC Wells Fargo & Co1.71%
VZ Verizon Communications Inc1.54%
PG Procter & Gamble Co1.53%
PFE Pfizer Inc1.50%

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