Fidelity Capital Appreciation Fund Quote
| FDCAX Fund | USD 40.77 0.02 0.05% |
PerformanceVery Weak
| Odds Of DistressLow
|
Fidelity Capital is trading at 40.77 as of the 24th of March 2025; that is 0.05 percent decrease since the beginning of the trading day. The fund's open price was 40.79. Fidelity Capital has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
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. The advisor uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions, to select investments.. More on Fidelity Capital Appreciation
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Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Growth Funds, Large Growth, Fidelity Investments (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 30th of December 2022 |
| Fiscal Year End | October |
Fidelity Capital Appreciation [FDCAX] is traded in USA and was established 24th of March 2025. Fidelity Capital is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Fidelity Investments family. This fund currently has accumulated 5.61 B in assets under management (AUM) with no minimum investment requirementsFidelity Capital App is currently producing year-to-date (YTD) return of 0.59% with the current yeild of 0.0%, while the total return for the last 3 years was 9.99%.
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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 Capital Appreciation 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 Capital Appreciation Mutual Fund Constituents
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| MTB | MT Bank | Stock | Financials | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| V | Visa Class A | Stock | Financials | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| MS | Morgan Stanley | Stock | Financials |
Fidelity Capital App Risk Profiles
| Mean Deviation | 0.9057 | |||
| Standard Deviation | 1.16 | |||
| Variance | 1.35 | |||
| Risk Adjusted Performance | (0.06) |
Fidelity Capital Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Capital 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 Capital security.
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