Fidelity Large Cap Fund Quote

FLCOX Fund  USD 19.59  0.16  0.82%   

Performance

12 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 17

 
High
 
Low
Low
Fidelity Large is trading at 19.59 as of the 25th of November 2024; that is 0.82 percent up since the beginning of the trading day. The fund's open price was 19.43. Fidelity Large has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Fidelity Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of assets in securities included in the Russell 1000 Value Index, which is a market capitalization-weighted index designed to measure the performance of the large-cap value segment of the U.S. equity market. More on Fidelity Large Cap

Moving together with Fidelity Mutual Fund

  0.96FPURX Fidelity PuritanPairCorr
  0.96FPUKX Fidelity PuritanPairCorr
  0.84FQIPX Fidelity Freedom IndexPairCorr

Moving against Fidelity Mutual Fund

  0.56FQITX Fidelity Salem StreetPairCorr

Fidelity Mutual Fund Highlights

Fund ConcentrationFidelity Investments Funds, Large Value Funds, Large Value, Fidelity Investments, Large Value, Large Value (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date29th of June 2023
Fiscal Year EndApril
Fidelity Large Cap [FLCOX] is traded in USA and was established 25th of November 2024. Fidelity Large is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Value category and is part of Fidelity Investments family. This fund currently has accumulated 6.26 B in assets under management (AUM) with no minimum investment requirementsFidelity Large Cap is currently producing year-to-date (YTD) return of 21.51% with the current yeild of 0.02%, while the total return for the last 3 years was 8.68%.
Check Fidelity Large Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Fidelity Large Cap Mutual Fund Constituents

JPMJPMorgan Chase CoStockFinancials
XOMExxon Mobil CorpStockEnergy
WMTWalmartStockConsumer Staples
VZVerizon CommunicationsStockCommunication Services
UNHUnitedHealth Group IncorporatedStockHealth Care
TATT IncStockCommunication Services
PGProcter GambleStockConsumer Staples
PFEPfizer IncStockHealth Care
More Details

Fidelity Large Cap Risk Profiles

Fidelity Large Against Markets

Other Information on Investing in Fidelity Mutual Fund

Fidelity Large financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Large security.
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk