Fidelity Capital Appreciation
82 Devonshire St Boston MA 02109
Map
Phone: 800-544-6666
| Category: | Large Growth | | Fund Family: | Fidelity Investments | | Net Assets: | 5.04B | | Year-to-Date Return: | 28.16% | | Yield: | 0.91% | | Morningstar Rating: |  | | Fund Inception Date: | 26-Nov-86 |
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J. Fergus Shiel
Lead Manager since
31-Oct-05 | | | Shiel is a vice president and portfolio manager with Fidelity Investments. Since joining the firm in 1989, he has served as an research analyst, portfolio assistant until leaving the firm in May 2003 to run his own investment firm. He returned to Fidelity as a portfolio manager in September 2005. Previously, he was a manager of investment accounting at Meritor Savings Bank for two years. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation. The fund invests primarily in common stocks of domestic and foreign issuers. It may invest in either growth stocks or value stocks or both. The fund uses fundamental analysis of each issuer's financial condition and industry position and market and economic conditions to select instruments. |
| Last Dividend
(5-Dec-08):
| 0.18 | | Last Cap Gain
(7-Dec-07):
| 2.22 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 101.52% |
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| Expense | FDCAX | Category
Avg | | Total Expense Ratio: | 0.82%
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 262 | $658 | | 5 Yr Expense Projection*: |
$ 455 | $1,028 | | 10 Yr Expense Projection*: |
$ 1,014 | $2,035 |
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0.17% Nasdaq 0.00%
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