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Fidelity Capital Trust Capital Appreciation Pt.: (MF: FDCAX)
(NASDAQ Mutual Funds) As of May 3, 2024 08:00 PM ET
$44.20 USD
+0.64 (1.47%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in November 1986 and is managed by the Fidelity Group. This fund's main objective is to seek capital appreciation. This fund normally invests primarily in common stocks of domestic and foreign issuers. This fund usually invests in growth stocks or value stocks or both. Selection of instruments are done on the basis of fundamental analysis of each issuer's financial condition, industry position, market and economic conditions. Dividends and capital gains, if any, are distributed annually in December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Fidelity Capital Appreciation | FDCAX | NA | NA | 0.00 | 0.00 | 0.50 | 0.64 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Fidelity Capital Appreciation | FDCAX | 44.20 | 11/26/1986 | 0.00 | 36.58 | 11.19 | 17.14 |
| Fidelity Capital Appreciation K | FCAKX | 45.40 | 5/15/2008 | 0.00 | 36.65 | 11.28 | 17.24 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |