Fidelity Fund Class K (FFDKX)

$49.37
D Fund
Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Mega Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Fidelity Fund Class K 17 1.08 22.84% -7.49% 0.41%
U.S. Mega Cap 15 0.98 20.25% - -

* 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 5.99% 3.91% 2.08%
Year-to-Date 22.84% 20.25% 2.59%
1 Year 3.89% 9.40% -5.52%

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
  • 0.41%

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

Total fees paid

$531

Real cost (fees + lost compounding)

$656

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
93%

Return in excess of styles
(over past year)
-7.35%