245 Summer Street,
Boston , MA, 02210
Boston , MA, 02210
Summary
The fund seeks capital appreciation by investing in companies in the United States.
The investment process starts with a list of companies in the benchmark index and seeks to deliver attractive risk-adjusted returns over time.
Next the research team relies on fundamental analysis to select stocks within one or more of the major market sectors.
Currently, these sectors include communication services, consumer discr More
Link
Directors
Dec 1, 2023- OSCAR MUNOZ
- ROBERT A LAWRENCE
- THOMAS A KENNEDY
- BETTINA DOULTON
- VICKI L FULLER
- VIJAY ADVANI
- THOMAS P BOSTICK
- PATRICIA L KAMPLING
- DENNIS J DIRKS
- DONALD F DONAHUE
- MICHAEL E WILEY
- SUSAN TOMASKY
- DAVID M THOMAS
Chief Compliance Officer
- JASON POGORELEC
Fund Manager(s)
- Geoffrey Stein
Price
- 52-Week High/Low
- $88.57 - $70.97
- Turnover
- 13%
- Expense Ratio
- 0.48%
Company Name |
Holding |
| Fidelity Central Investment Portfolios LLC | 100.03 % |
| Fidelity Revere Street Trust | 0.01 % |
| More | 0.01 % |
Documents
Performance
YTD
-
3 Year
29.13%
5 Year
68.55%
Best
33.98%
2013
Worst
-19.87%
2022
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | 9% | 8.2% | -5.7% | 6.2% | -20.1% | 15% | 1% | 8% | -1.1% |
| Q2 | - | -4.3% | 7.7% | -17.3% | 8% | 25.1% | 3% | 6.1% | 4.1% | 2.8% |
| Q3 | - | - | -3.1% | -3.4% | -0.3% | 2.6% | -0.6% | 5.5% | 5.3% | 5.6% |
| Q4 | - | - | 10.6% | 6.3% | 7.4% | 15.8% | 4.7% | -17.7% | 5.3% | 2% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2024 | 0.9% | 5% | 2.9% | -2.5% | - | - | - | - | - | - | - | - |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 5% | 25% | -20% | 23% | 19% | 0% | -9% | 25% | 0% |
Alpha
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| FBRNX | - | 5% | 25% | -20% | 23% | 19% | - | -9% | 25% | - |
| Russell 3000 Index | - | - | - | -21% | 24% | 19% | 29% | -7% | 19% | 10% |
| Alpha | - | 5% | 25% | 1% | -1% | -0% | - | -2% | 6% | - |