4 / 5 Stars
5 5 4 4 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#20 in Large Blend
U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 27.77 percent over the past year, 19.17 percent over the past three years, 21.59 percent over the past five years, and 8.93 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.7%|
|3 Years (Annualized)||19.2%|
|5 Years (Annualized)||21.6%|
|10 Years (Annualized)||8.9%|
The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in common stocks of companies with large market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell 1000® Index or the S&P 500® Index). It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
Fees are Above Average compared to funds in the same category.
Fidelity® Large Cap Stock Fund has an expense ratio of 0.88 percent.
Risk is High compared to funds in the same category according to Morningstar.