Fidelity Large Cap Stock Fund (FLCSX)

$29.69
A Fund
-- Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Value
Fund BenchmarkU.S. Large Cap - Value
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Fidelity Large Cap Stock Fund 35 1.01 -9.77% 7.55% 0.88%
U.S. Large Cap - Value 35 1.02 -12.16% - -

* 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 5.36% 8.07% -2.71%
Year-to-Date -9.77% -12.16% 2.39%
1 Year 1.19% -5.52% 6.71%

Risk, Fees & Styles

(as of 6/30/2020)
RISK PROFILE Help

Fund's Risk

35%

(very high)

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

POTENTIAL GAIN & LOSS Help

The fund's risk of 35% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.88%

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

Total fees paid

$1,113

Real cost (fees + lost compounding)

$1,378

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
99%

Return in excess of styles
(over past year)
3.12%