245 Summer Street,
Boston , MA, 02210
Boston , MA, 02210
Summary
The fund seeks reasonable income and capital appreciation by investing in companies in the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
The fund utilizes a strategy of investing in Fidelity’s central funds (specialized investment vehicles used by Fidelity More
Link
Directors
Feb 6, 2024- ELIZABETH S ACTON
- ROBERT W HELM
- CHRISTINE THOMPSON
- JENNIFER TOOLIN MCAULIFFE
- CAROL J ZIERHOFFER
- JOHN ENGLER
- MARK A MURRAY
- ROBERT F GARTLAND
- JONATHAN CHIEL
- LAURA M BISHOP
- ANN E DUNWOODY
- ABIGAIL JOHNSON
- MICHAEL E KENNEALLY
Chief Compliance Officer
- CHRISTOPHER GOUVEIA
Fund Manager(s)
- Adam Kramer
- Ford O'Neil
- Ramona Persaud
- Brian Chang
Price
- 52-Week High/Low
- $18.15 - $14.94
- Turnover
- 27%
- Expense Ratio
- 0.66%
Company Name |
Holding |
| Fidelity Central Investment Portfolios LLC | 15.21 % |
| EXXON MOBIL CORP | 2.81 % |
| PROCTER and GAMBLE CO | 2.43 % |
| COCA COLA CO | 1.79 % |
| EATON CORP PLC | 1.56 % |
| JOHNSON and JOHNSON | 1.55 % |
| MCDONALDS CORP | 1.38 % |
| CISCO SYSTEMS INC | 1.33 % |
| UNITED STATES TREASURY BOND | 1.13 % |
| COMCAST CORP | 1.03 % |
| More | 1.03 % |
Documents
Performance
YTD
0.9%
3 Year
-5.65%
5 Year
11.71%
Best
37.76%
2009
Worst
-41.19%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | 2.2% | -2.3% | -1.7% | -17.1% | 11.3% | -3.2% | 3.6% | 3.3% | 1% |
| Q2 | - | 1.8% | -10.4% | 13.8% | 12.7% | 1.6% | 5.1% | 1.6% | 5% | -2% |
| Q3 | - | -3.8% | -5.7% | -8.1% | -0.7% | 1.2% | 3.8% | 2.5% | 2.3% | -4.5% |
| Q4 | - | 4.3% | 4.8% | 7.1% | 11.7% | -0.6% | -7.9% | 3.7% | 1.6% | 4.5% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.3% | 2.1% | 3% | -3% | - | - | - | - | - | - | - | - |
| 2023 | 4.8% | -2.4% | -0.1% | 0.5% | -2.7% | 4.1% | 1.4% | -1.7% | -3.5% | -3.4% | 6.5% | 0.4% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1% | 3% | -14% | 10% | 5% | 15% | -4% | 12% | 13% | -1% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| FSDIX | 1% | 3% | -14% | 10% | 5% | 15% | -4% | 12% | 13% | -1% |
| S&P 500 | - | - | -21% | 27% | 16% | 29% | -6% | 19% | 10% | -1% |
| Alpha | 1% | 3% | 8% | -17% | -11% | -14% | 2% | -7% | 3% | -0% |