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Fidelity Capital Trust Capital Appreciation Pt.: (MF: FDCAX)
(NASDAQ Mutual Funds) As of Dec 12, 2025 05:09 PM ET
$45.89 USD
-4.48 (-8.89%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund primarily invests in common stocks, focusing on both domestic and foreign issuers. It employs a strategy that includes investing in growth stocks, value stocks, or a combination of both. Selection of investments is guided by fundamental analysis, which takes into account factors such as the financial condition of issuers, their industry positions, and prevailing market and economic conditions.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Fidelity Capital Appreciation | FDCAX | NA | NA | 0.00 | 0.00 | 0.56 | 0.61 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Fidelity Capital Appreciation | FDCAX | 45.89 | 11/26/1986 | 0.19 | 13.64 | 21.47 | 14.11 |
| Fidelity Capital Appreciation K | FCAKX | 50.61 | 5/15/2008 | 0.19 | 13.71 | 21.56 | 14.19 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Fidelity Capital Appreciation | FDCAX | 0 | 0 | 0 | A |
Contact Information
| Family | Fidelity |
| Address | 82 Devonshire St Boston, MA 02109 |
| Phone | 800 544-6666 |