4 / 5 Stars
5 5 5 5 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#10 in Large Blend
U.S. News evaluated 486 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 23.48 percent over the past year, 15.03 percent over the past three years, and 18.57 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||15.0%|
|5 Years (Annualized)||18.6%|
|10 Years (Annualized)||N/A|
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.
Fees are Average compared to funds in the same category.
Fidelity Large Cap Core Enhanced Index Fund has an expense ratio of 0.45 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.