Fidelity® Large Cap Core Enhanced Index Fund (FLCEX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund normally invests (directly or through a master portfolio) 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. It currently invests directly in securities.


1 month-2.94% 3 years+10.43%
3 months+7.01% 5 years+14.67%
1 year+18.96% Since inception+8.30%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+14.67%+14.24%
Expense ratio0.39%0.98%
Risk 5 year sharpe ratio1.521.37
Net assets$668.0M$5.6B
Average market cap$96.7B$126.0B
Average P/E19.523.7
Portfolio turnover88%88%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenurePatrick Waddell / 10 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock96.56%
International stock1.38%
Fixed income0.13%
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 Apple4.11%
MSFT Microsoft3.17%
FB Facebook2.19%
-- 2.16%
AMZN Amazon2.13%
JPM JPMorgan Chase2.04%
JNJ Johnson & Johnson2.04%
XOM Exxon Mobil1.97%
BRKB Berkshire Hathaway1.60%
BAC Bank of America1.60%