Fidelity® Large Cap Core Enhanced Index (FLCEX)

11.28
Net Asset Value
0.00%
1 Day
+0.27%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.45%
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+0.72% 3 years+15.03%
3 months+2.98% 5 years+19.46%
1 year+22.12% Since inception+5.89%
Data through --

Peer Comparisonvs. Large blend

 FLCEXCategory
Performance 5-yr return+19.46%+20.02%
Expense ratio0.45%1.16%
Risk 5 year sharpe ratio1.441.32
Net assets$454.5M$3.2B
Average market cap$66.1B$97.6B
Average P/E16.718.0
Portfolio turnover85%85%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenurePatrick Waddell / 6 Years
Minimal initial investment$2,500.00
Minimum IRA investment$200.00

Holdings

U.S. stock99.06%
Cash0.92%
International stock0.02%
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 Inc3.16%
GOOGL Google Inc Class A2.36%
MSFT Microsoft Corporation2.24%
XOM Exxon Mobil Corporation2.09%
JNJ Johnson & Johnson2.02%
WFC Wells Fargo & Co1.74%
CVX Chevron Corp1.69%
VZ Verizon Communications Inc1.66%
PFE Pfizer Inc1.61%
JPM JPMorgan Chase & Co1.61%

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