Fidelity Capital & Income
82 Devonshire St Boston MA 02109
Map
Phone: 800-544-6666
| Category: | High Yield Bond | | Fund Family: | Fidelity Investments | | Net Assets: | 8.08B | | Year-to-Date Return: | 26.36% | | Yield: | 8.69% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Nov-77 |
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Mark Notkin
Lead Manager since
21-Jul-03 | | | Notkin is a vice president and co-manager of Fidelity Investments. Since joining Fidelity in 1994, he has worked as a research analyst and portfolio manager. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks income and capital growth. The fund typically invests in equity and debt securities, including defaulted securities, with an emphasis on lower-quality debt securities. It may invest in companies in troubled or uncertain financial condition and in domestic and foreign issuers. |
| Last Dividend
(29-May-09):
| 0.05 | | Last Cap Gain
(3-Dec-99):
| 0.30 | | Annual Holdings Turnover
| 48.00% | | Average for Category:
| 79.20% |
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| Expense | FAGIX | Category
Avg | | Total Expense Ratio: | 0.74%
| 1.22% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.44% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$240 | $659 | | 5 Yr Expense Projection*: |
$417 | $1,029 | | 10 Yr Expense Projection*: |
$930 | $2,070 |
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0.06% Nasdaq 0.00%
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