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Fidelity® Large Cap Core Enhanced Index Fund (FLCEX)

12.62
Net Asset Value
-0.47%
1 Day
+0.80%
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+0.24% 3 years+8.49%
3 months+6.99% 5 years+13.45%
1 year+22.07% Since inception+6.46%
Data through --

Peer Comparisonvs. Large blend

 FLCEXCategory
Performance 5-yr return+13.45%+13.18%
Expense ratio0.45%1.01%
Risk 5 year sharpe ratio1.311.19
Net assets$504.1M$4.4B
Average market cap$76.5B$105.4B
Average P/E17.120.4
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. stock95.19%
Cash4.31%
International stock0.41%
Fixed income0.10%
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 Apple3.45%
MSFT Microsoft2.82%
JNJ Johnson & Johnson1.97%
JPM JPMorgan Chase1.96%
AMZN Amazon1.93%
XOM Exxon Mobil1.85%
FB Facebook1.82%
T AT&T1.68%
BRKB Berkshire Hathaway1.61%
PG Procter & Gamble1.53%