Fidelity® Large Cap Core Enhanced Index (FLCEX)

12.29
Net Asset Value
-0.32%
1 Day
+2.67%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.46%
Expense Ratio
Below 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+3.80% 3 years+18.33%
3 months+1.79% 5 years+16.32%
1 year+16.35% Since inception+6.37%
Data through --

Peer Comparisonvs. Large blend

 FLCEXCategory
Performance 5-yr return+16.32%+13.88%
Expense ratio0.46%1.13%
Risk 5 year sharpe ratio1.201.04
Net assets$349.0M$3.7B
Average market cap$71.8B$99.2B
Average P/E16.516.8
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. stock96.97%
Cash2.62%
International stock0.41%
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 Apple3.87%
-- 2.75%
MSFT Microsoft2.45%
XOM Exxon Mobil2.12%
JNJ Johnson & Johnson2.00%
GE General Electric1.77%
PG Procter & Gamble1.75%
WFC Wells Fargo1.69%
PFE Pfizer1.52%
VZ Verizon1.47%

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