Fidelity® Capital Appreciation Fund

Scorecard
4 / 5 Stars
Lipper
4 4 3 5 1
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B+ (Buy)

#42 in Large Growth

U.S. News evaluated 464 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 25.57 percent over the past year, 16.98 percent over the past three years, 20.58 percent over the past five years, and 8.39 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 4.1%
1 Year 25.6%
3 Years (Annualized) 17.0%
5 Years (Annualized) 20.6%
10 Years (Annualized) 8.4%

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Summary

The investment seeks capital appreciation. The fund invests primarily in common stocks. 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

Fees are Average compared to funds in the same category.
Fidelity® Capital Appreciation Fund has an expense ratio of 0.77 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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