Fidelity Stock Selec Lg Cp Val
(FSLVX)
13.94
+0.09
+0.65%
+0.09
+0.65%
MORE ON FSLVX
DETAILS
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 13.85 |
| Category | Large Value |
| Net Assets | 497.28 Mil |
| Yield | 1.83% |
| Morningstar Risk | Above Average |
| Morningstar Return | Below Average |
- Last NAV update 6/18/2013 11:44 PM ET
INVESTMENT OBJECTIVE
| NA |
|---|
| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in stocks of companies with large market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell 1000® Index or the S&P 500® Index). It invests in securities of companies that the adviser believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry. |
CUMULATIVE PERFORMANCE OF $10,000
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 15.63% | 9.33% | -0.28% | 16.25% | 19.05% |
| Value ($) | 11,563.05 | 12,642.14 | 12,606.73 | 14,655.03 | 17,447.11 |
- Year to date performance as of 6/18/2013 12:00 AM ET
MANAGEMENT & PURCHASE INFO
| Symbol | Value ($) |
|---|---|
| Fund Family | Fidelity Investments |
| Fund Manager | Justin Bennett |
| Tenure (Years) | 2 |
| Fund Status | Open |
| Minimum Initial Purchase | 2,500.00 |
| Minimum IRA Investment | 2,500.00 |
| Front Load | 0.00 |
| Expense Ratio | 0.55% |
PERFORMANCE
| Symbol | Value ($) |
|---|---|
| 1 Month | 0.14% |
| 3 Months | 6.98% |
| 1 Year | 31.25% |
| 3 Years* | 14.04% |
| 5 Years* | 3.20% |
- * Annualized returns
- Performance as of 6/18/2013 12:00 AM ET
PEER COMPARISON
| FSLVX | Large Value | |
|---|---|---|
| 5-Yr Return | 3.20% | 5.60% |
| Sharpe Ratio | 0.94 | 3.84 |
| Net Assets | 497.28 Mil | 627.56 Mil |
| Avg Market Cap | 26.44 Bil | 56.43 Bil |
| Avg P/E | 13.60 | 14.82 |
| Portfolio Turnover | 63 | 90 |
HOLDINGS
| Symbol | Value ($) |
|---|---|
| Stocks | 97.93% |
| Cash | 2.07% |
| Fixed Income | 0.00% |
| Other | 0.00% |
TOP 10 HOLDINGS
| NAME | % NET ASSETS |
|---|---|
| Merck & Co Inc | 3.10% |
| General Electric Co | 3.06% |
| Wells Fargo & Co | 3.00% |
| Berkshire Hathaway Inc Class B | 2.94% |
| Exxon Mobil Corporation | 2.61% |
| Occidental Petroleum Corporation | 2.43% |
| Kennedy-Wilson Holdings, Inc. | 2.23% |
| UnitedHealth Group Inc | 1.93% |
| Anadarko Petroleum Corp | 1.79% |
| Suncor Energy Inc | 1.79% |
DATA PROVIDERS
Copyright © 2013 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.
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