Fidelity Large Cap Value 82 Devonshire Street Mailzone Z1c Boston MA 02109 Map
Phone: 800-544-6666
| Category: | Large Value | | Fund Family: | Fidelity Investments | | Net Assets: | 937.84M | | Year-to-Date Return: | 8.23% | | Yield: | 2.11% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Nov-01 |
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Bruce Dirks
Lead Manager since
07-Feb-05 | | | Bruce Dirks joined Fidelity in 2000 as a portfolio manager. In addition to managing Fidelity American Disciplined Equity Fund, he also manages value oriented mutual funds and institutional portfolios. Before joining Fidelity, Mr. Dirks was vice-president of investments for TRW Investment Management Corporation. Mr. Dirks began his career at General Dynamics in 1984 as a corporate manager of financial planning. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in securities of companies with large market capitalizations similar to companies in Russell 1000 index or Standard & Poor's 500 index. It invests primarily in common stocks. The fund invests in securities of both domestic and foreign issuers. |
| Last Dividend
(13-Mar-09):
| 0.01 | | Last Cap Gain
(14-Dec-07):
| 0.58 | | Annual Holdings Turnover
| 243.00% | | Average for Category:
| 75.44% |
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| Expense | FSLVX | Category Avg | | Total Expense Ratio: | 0.86%
| 1.28% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 274 | $638 | | 5 Yr Expense Projection*: |
$ 477 | $966 | | 10 Yr Expense Projection*: |
$ 1,061 | $1,855 |
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