Morningstar

Fidelity Capital Appreciation K FCAKX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 49.27  /  +0.59 %
  • Total Assets 6.8 Bil
  • Adj. Expense Ratio
    0.530%
  • Expense Ratio 0.530%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.35%
  • Turnover 49%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis FCAKX

Will FCAKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FCAKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FCAKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FCAKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong yet moderate large-growth option.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Fidelity Capital Appreciation features a skilled duo of portfolio managers plying a thoughtful strategy that gives the strategy an edge on the competition. Its People rating remains Above Average, and its Process rating rises to Above Average from Average.

by Todd Trubey
Rated on Published on

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Portfolio Holdings FCAKX

More FCAKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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