Fidelity Capital Appreciation Fund

Scorecard
5 / 5 Stars
Lipper
5 5 4 4 2
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A- (Buy)

#13 in Large Growth

U.S. News evaluated 473 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 17.14 percent over the past year, 12.90 percent over the past three years, 6.90 percent over the past five years, and 9.77 percent over the past decade.

Trailing Returns Updated 04.30.2013
Year to date 12.6%
1 Year 17.1%
3 Years (Annualized) 12.9%
5 Years (Annualized) 6.9%
10 Years (Annualized) 9.8%

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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 0.95 percent.

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Risk

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

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