Fidelity® Large Cap Core Enhanced Index (FLCEX)

12.21
Net Asset Value
+0.41%
1 Day
+8.53%
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+2.43% 3 years+21.46%
3 months+4.99% 5 years+16.63%
1 year+26.58% Since inception+6.16%
Data through --

Peer Comparisonvs. Large blend

 FLCEXCategory
Performance 5-yr return+16.63%+17.47%
Expense ratio0.46%1.16%
Risk 5 year sharpe ratio1.241.11
Net assets$286.5M$3.4B
Average market cap$68.4B$95.8B
Average P/E16.617.6
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. stock97.48%
Cash1.32%
International stock1.20%
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 Inc3.68%
XOM Exxon Mobil Corporation2.90%
JNJ Johnson & Johnson2.14%
MSFT Microsoft Corp2.13%
WFC Wells Fargo & Co1.91%
CVX Chevron Corp1.67%
VZ Verizon Communications Inc1.62%
PFE Pfizer Inc1.55%
PG Procter & Gamble Co1.50%
T AT&T Inc1.47%

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