1 / 5 Stars
1 1 3 5 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#224 in Large Value
U.S. News evaluated 313 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 27.52 percent over the past year, 13.07 percent over the past three years, and 10.77 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||26.1%|
|3 Years (Annualized)||13.1%|
|5 Years (Annualized)||10.8%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund normally invests primarily in common stocks. It invests at least 80% of assets in securities 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). The fund invests in securities of companies that the adviser believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry.
Fees are Low compared to funds in the same category.
Fidelity Series Large Cap Value Fund has an expense ratio of 0.57 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.