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Fidelity® Large Cap Core Enhanced Index (FLCEX)

11.20
Net Asset Value
+0.18%
1 Day
-6.43%
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-6.67% 3 years+13.88%
3 months-8.12% 5 years+14.75%
1 year-2.14% Since inception+6.60%
Data through --

Peer Comparisonvs. Large blend

 FLCEXCategory
Performance 5-yr return+14.75%+15.84%
Expense ratio0.45%1.09%
Risk 5 year sharpe ratio1.371.13
Net assets$399.8M$3.6B
Average market cap$74.9B$94.6B
Average P/E16.518.7
Portfolio turnover101%101%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenurePatrick Waddell / 8 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock98.73%
Cash1.07%
International stock0.20%
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 Apple4.20%
MSFT Microsoft2.54%
XOM Exxon Mobil2.22%
JNJ Johnson & Johnson2.00%
BRKB Berkshire Hathaway1.86%
JPM JPMorgan Chase1.85%
PFE Pfizer1.71%
PG Procter & Gamble1.58%
DIS Disney1.52%
VZ Verizon1.51%

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