Fidelity Independence Fund Class K (FDFKX)

$38.64
C Fund
+ Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Growth
Fund BenchmarkU.S. All Cap - Growth
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Fidelity Independence Fund Class K 17 1.12 25.25% -3.01% 0.50%
U.S. All Cap - Growth 17 1.09 22.66% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 6.86% 4.44% 2.42%
Year-to-Date 25.25% 22.66% 2.59%
1 Year 6.89% 9.44% -2.56%

Risk, Fees & Styles

(as of 5/31/2019)
RISK PROFILE Help

Fund's Risk

17%

(high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 17% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.50%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$644

Real cost (fees + lost compounding)

$796

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
99%

Return in excess of styles
(over past year)
-2.32%