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Fidelity® Large Cap Core Enhanced Index Fund (FLCEX)

13.07
Net Asset Value
-0.15%
1 Day
+4.39%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.45%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund normally invests 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.

Performance

1 month-1.36% 3 years+9.07%
3 months+3.24% 5 years+12.63%
1 year+15.63% Since inception+6.93%
Data through --

Peer Comparisonvs. Large blend

 FLCEXCategory
Performance 5-yr return+12.63%+13.18%
Expense ratio0.45%1.02%
Risk 5 year sharpe ratio1.271.14
Net assets$525.7M$4.6B
Average market cap$79.6B$112.8B
Average P/E17.122.3
Portfolio turnover84%84%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenurePatrick Waddell / 9 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock98.19%
Cash1.22%
International stock0.50%
Fixed income0.10%
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 Apple3.74%
MSFT Microsoft3.01%
JNJ Johnson & Johnson2.06%
JPM JPMorgan Chase2.03%
AMZN Amazon1.88%
XOM Exxon Mobil1.86%
T AT&T1.82%
WFC Wells Fargo1.78%
BRKB Berkshire Hathaway1.72%
PG Procter & Gamble1.68%