FLCLX: Fidelity® Flex Large Cap Growth

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FLCLX Fidelity® Flex Large Cap Growth


Profile

FLCLX - Profile

Vitals

  • YTD Return 11.3%
  • 3 Yr Annualized Return N/A
  • 5 Yr Annualized Return N/A
  • Net Assets $34 M
  • Holdings in Top 10 43.7%

52 WEEK LOW AND HIGH

$18.01
$13.20
$18.13

Expenses

OPERATING RELATED FEES

  • Expense Ratio N/A

SALES FEES

  • Front Load N/A
  • Deferred Load N/A

BROKERAGE FEES

  • Turnover 55.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

  • Standard (Taxable) $0
  • IRA N/A

Fund Classification


Distributions

  • YTD Total Return 11.3%
  • 3 Yr Annualized Total Return N/A
  • 5 Yr Annualized Total Return N/A
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio 0.83%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency None

Fund Details

  • Legal Name
    Fidelity® Flex Large Cap Growth Fund
  • Fund Family Name
    Fidelity Investments
  • Inception Date
    Mar 08, 2017
  • Shares Outstanding
    N/A
  • Share Class
    Other
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Sonu Kalra

Fund Description

The fund normally invests primarily in common stocks. It normally invests at least 80% of its assets in securities of companies with large market capitalizations. The fund invests in companies that the advisor believes have above-average growth potential. It invests in securities of domestic and foreign issuers. The fund using fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.


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Fund Company Quick Screens

Performance

FLCLX - Performance

Return Ranking - Trailing

Period FLCLX Return Category Return Low Category Return High Rank in Category (%)
YTD 11.3% -79.9% 26.1% 9.50%
1 Yr 35.3% -80.4% 50.9% 1.38%
3 Yr N/A* -45.4% 32.8% N/A
5 Yr N/A* -36.6% 16.3% N/A
10 Yr N/A* -17.5% 16.9% N/A

* Annualized

Return Ranking - Calendar

Period FLCLX Return Category Return Low Category Return High Rank in Category (%)
2019 35.9% -67.9% 49.9% 2.95%
2018 -4.0% -65.5% 13.4% 12.34%
2017 N/A -46.3% 52.2% N/A
2016 N/A -43.3% 15.3% N/A
2015 N/A -38.0% 11.4% N/A

Total Return Ranking - Trailing

Period FLCLX Return Category Return Low Category Return High Rank in Category (%)
YTD 11.3% -79.9% 26.1% 9.50%
1 Yr 35.3% -80.4% 50.9% 1.38%
3 Yr N/A* -45.4% 36.0% N/A
5 Yr N/A* -36.6% 17.8% N/A
10 Yr N/A* -17.5% 18.0% N/A

* Annualized

Total Return Ranking - Calendar

Period FLCLX Return Category Return Low Category Return High Rank in Category (%)
2019 35.9% -67.9% 49.9% 2.95%
2018 -2.0% -65.5% 16.5% 21.21%
2017 N/A -28.2% 52.2% N/A
2016 N/A -43.3% 17.1% N/A
2015 N/A -38.0% 17.3% N/A

NAV & Total Return History


Holdings

FLCLX - Holdings

Concentration Analysis

FLCLX Category Low Category High FLCLX % Rank
Net Assets 34 M 1.19 M 201 B 91.34%
Number of Holdings 275 1 2065 8.14%
Net Assets in Top 10 14.1 M 442 K 63 B 90.74%
Weighting of Top 10 43.70% 11.0% 100.0% 34.43%

Top 10 Holdings

  1. Apple Inc 8.31%
  2. Alphabet Inc A 7.25%
  3. Amazon.com Inc 6.64%
  4. Microsoft Corp 4.84%
  5. Facebook Inc A 4.36%
  6. Salesforce.com Inc 2.76%
  7. Visa Inc Class A 2.57%
  8. NVIDIA Corp 2.55%
  9. Marvell Technology Group Ltd 2.36%
  10. Lyft Inc Class A 2.06%

Asset Allocation

Weighting Return Low Return High FLCLX % Rank
Stocks
97.07% 83.84% 100.51% 76.92%
Cash
2.20% -3.81% 16.16% 24.87%
Preferred Stocks
0.37% 0.00% 3.86% 5.60%
Other
0.36% -0.90% 4.36% 9.11%
Convertible Bonds
0.00% 0.00% 0.01% 68.41%
Bonds
0.00% -0.51% 3.92% 70.50%

Stock Sector Breakdown

Weighting Return Low Return High FLCLX % Rank
Technology
35.03% 8.07% 54.73% 11.87%
Consumer Cyclical
20.30% 0.00% 52.42% 6.87%
Communication Services
17.34% 0.00% 32.90% 13.67%
Healthcare
12.48% 0.00% 52.29% 74.83%
Financial Services
6.79% 0.00% 38.34% 92.91%
Industrials
3.67% 0.00% 24.88% 91.34%
Consumer Defense
3.40% 0.00% 18.71% 64.38%
Energy
0.74% 0.00% 6.63% 37.04%
Basic Materials
0.12% 0.00% 10.79% 77.82%
Real Estate
0.08% 0.00% 12.72% 74.16%
Utilities
0.05% 0.00% 9.99% 31.44%

Stock Geographic Breakdown

Weighting Return Low Return High FLCLX % Rank
US
87.06% 78.13% 100.51% 83.87%
Non US
10.01% 0.00% 17.74% 18.45%

Expenses

FLCLX - Expenses

Operational Fees

FLCLX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio N/A 0.01% 26.11% 99.77%
Management Fee 0.00% 0.00% 1.40% 0.38%
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee N/A 0.01% 1.02% N/A

Sales Fees

FLCLX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 0.50% 8.50% N/A
Deferred Load N/A 1.00% 5.50% N/A

Trading Fees

FLCLX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.50% 2.00% N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

FLCLX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 55.00% 0.00% 807.00% 67.55%

Distributions

FLCLX - Distributions

Dividend Yield Analysis

FLCLX Category Low Category High FLCLX % Rank
Dividend Yield 0.00% 0.00% 46.12% 70.13%

Dividend Distribution Analysis

FLCLX Category Low Category High Category Mod
Dividend Distribution Frequency None Annually Annually Annually

Net Income Ratio Analysis

FLCLX Category Low Category High FLCLX % Rank
Net Income Ratio 0.83% -2.06% 2.43% 9.99%

Capital Gain Distribution Analysis

FLCLX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Annually Annually

Dividend Payout History

View More +

Fund Manager Analysis

FLCLX - Fund Manager Analysis

Managers

Sonu Kalra


Start Date

Tenure

Tenure Rank

Mar 08, 2017

2.9

2.9%

Kalra,portfolio manager, joined Fidelity as an equity research analyst in 1998 following the radio, television and entertainment industries. He subsequently followed the computer storage and peripherals and Internet infrastructure industries and managed Fidelity Select Networking and Infrastructure Portfolio in 2002. Prior to joining Fidelity, Kalra held various accounting and finance positions at GE Capital in Stamford, Connecticut.

Tenure Analysis

Category Low Category High Category Average Category Mode
0.01 52.12 8.13 0.75