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Fidelity Capital Appreciation Fund (FCAKX)

43.42
+0.36
+(0.84%)
At close: 8:04:15 PM EDT
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  • Previous Close 43.06
  • YTD Return -5.61%
  • Expense Ratio 0.49%
  • Category Large Growth
  • Last Cap Gain 32.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 6.13B
  • Beta (5Y Monthly) 1.01
  • Yield 0.24%
  • 5y Average Return --
  • Holdings Turnover 56.00%
  • Last Dividend 0.11
  • Inception Date Nov 26, 1986

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 issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

Fidelity Investments

Fund Family

Large Growth

Fund Category

6.13B

Net Assets

1986-11-26

Inception Date

Performance Overview: FCAKX

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Trailing returns as of 5/14/2025. Category is Large Growth.

YTD Return

FCAKX
5.61%
Category
12.38%
 

1-Year Return

FCAKX
8.60%
Category
41.70%
 

3-Year Return

FCAKX
12.28%
Category
22.56%
 

5-Year Return

FCAKX
16.19%
Category
21.98%
 

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Holdings: FCAKX

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Sector Weightings

SectorFCAKX
Technology   23.04%
Healthcare   18.07%
Industrials   10.27%
Energy   3.27%
Utilities   1.27%
Real Estate   0.00%

Recent News: FCAKX

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Research Reports: FCAKX

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