Fidelity Large Cap Fund Quote
| FLCOX Fund | USD 18.55 0.14 0.76% |
PerformanceInsignificant
| Odds Of DistressLow
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Fidelity Large is trading at 18.55 as of the 20th of March 2025; that is 0.76 percent up since the beginning of the trading day. The fund's open price was 18.41. Fidelity Large has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. 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
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Value Funds, Large Value, Fidelity Investments, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 29th of June 2023 |
| Fiscal Year End | April |
Fidelity Large Cap [FLCOX] is traded in USA and was established 20th of March 2025. 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 0.61% with the current yeild of 0.02%, while the total return for the last 3 years was 7.93%.
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
| JPM | JPMorgan Chase Co | Stock | Financials | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| WMT | Walmart | Stock | Consumer Staples | |
| VZ | Verizon Communications | Stock | Communication Services | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| T | ATT Inc | Stock | Communication Services | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| PFE | Pfizer Inc | Stock | Health Care |
Fidelity Large Cap Risk Profiles
| Mean Deviation | 0.637 | |||
| Standard Deviation | 0.821 | |||
| Variance | 0.674 | |||
| Risk Adjusted Performance | (0.04) |
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.
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes |