4 / 5 Stars
4 4 4 5 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#38 in Large Value
U.S. News evaluated 325 Large Value 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 21.64 percent over the past year, 15.09 percent over the past three years, and 17.82 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.3%|
|3 Years (Annualized)||15.1%|
|5 Years (Annualized)||17.8%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund invests at least 80% of assets in common stocks included in the Russell 1000® Value 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 Russell 1000® Value Index. The fund invests in domestic and foreign issuers.
Fees are Low compared to funds in the same category.
Fidelity Large Cap Value Enhanced Index Fund has an expense ratio of 0.45 percent.
Risk is Average compared to funds in the same category according to Morningstar.