Nasdaq - Delayed Quote USD

Fidelity Series Stk Selec Lg Cp Val (FBLEX)

13.57 -0.04 (-0.29%)
At close: 8:05 AM EDT

Fund Summary

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 Fidelity Management & Research Company (FMR) 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 (stocks of these companies are often called "value" stocks).

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 31.77%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 3

Performance & Risk

YTD Return 6.12%
5y Average Return 11.16%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
FBLEXCategory AverageFBLEXCategory AverageFBLEXCategory Average
Alpha 0.72 -0.06 -1.72 -0.05 -2.51 -0.03
BETA 0.86 0.01 0.99 0.01 0.97 0.01
Mean Annual Return 0.99 0.01 1.16 0.01 0.88 0.01
R-squared 80.95 0.88 85.37 0.87 86.7 0.88
Standard Deviation 16.78 0.2 19.58 0.16 15.86 0.15
Sharpe Ratio 0.53 0.01 0.6 0.01 0.57 0.01
Treynor Ratio 9.32 0.11 10.6 0.11 8.46 0.1

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