Fidelity® Large Cap Core Enhanced Index (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 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.


1 month-5.78% 3 years+18.91%
3 months-2.93% 5 years+14.09%
1 year+12.34% Since inception+6.48%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+14.09%+14.10%
Expense ratio0.46%1.15%
Risk 5 year sharpe ratio1.181.03
Net assets$309.1M$3.5B
Average market cap$71.4B$97.7B
Average P/E16.218.0
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


U.S. stock98.70%
International stock0.67%
Fixed income0.00%
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 Inc3.94%
XOM Exxon Mobil Corporation2.82%
MSFT Microsoft Corp2.32%
JNJ Johnson & Johnson2.11%
GE General Electric Co1.90%
CVX Chevron Corp1.83%
WFC Wells Fargo & Co1.78%
PG Procter & Gamble Co1.73%
VZ Verizon Communications Inc1.63%
PFE Pfizer Inc1.53%

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