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Fidelity Series Large Cap Stock Fund: (MF: FGLGX)
(NASDAQ Mutual Funds) As of May 17, 2024 08:00 PM ET
$22.54 USD
+0.04 (0.18%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.87 | 1 |
| 3 months | 8.21 | 1 |
| 6 months | 24.96 | 3 |
| 1 Year | 25.37 | 7 |
| 3 Year | 11.09 | 1 |
| 5 Year | 14.44 | 2 |
| 10 Year | 11.79 | 9 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 30.93 |
| 5 Year | 15.90 |
| 10 Year | 12.07 |
| Since Inception | 13.56 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 12.07 | NA | NA | NA |
| 2023 | 6.77 | 7.08 | -0.88 | 10.06 |
| 2022 | 0.10 | -13.88 | -4.74 | 12.98 |
| 2021 | 12.15 | 7.31 | -1.84 | 6.94 |
| 2020 | -24.30 | 17.34 | 4.16 | 18.84 |
| 2019 | 13.39 | 2.94 | 0.73 | 11.91 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.87 | 24.73 | -7.22 | 26.36 | 9.95 | 31.59 | -8.80 | 17.30 | 15.96 | -2.37 | 10.01 |
| % Total Return Rel to Index | 3.82 | -1.51 | 10.98 | -2.32 | -8.44 | 0.10 | -4.41 | -4.49 | 4.02 | -3.76 | -3.62 |
| % Total Return Rel to Peer | 5.44 | 9.45 | 3.56 | 2.01 | 1.74 | 5.95 | -1.24 | -0.10 | 4.63 | 0.84 | 1.12 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 2.00 | 3.00 | 3.00 | 1.00 | 4.00 | 3.00 | 1.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.35 | 0.32 | 0.46 | 0.36 | 0.38 | 0.36 | 0.28 | 0.25 | 0.17 | 0.36 |
| % Yield | 0.00 | 1.68 | 1.79 | 2.19 | 2.04 | 2.18 | 2.44 | 1.66 | 1.71 | 1.29 | 2.51 |
| Capital Gains ($) | 0.00 | 0.67 | 0.76 | 1.27 | 0.51 | 0.68 | 1.23 | 0.53 | 0.00 | 0.56 | 0.22 |
| Expense Ratio | 0.00 | 0.63 | 0.63 | 0.63 | 0.63 | 0.01 | 0.02 | 0.56 | 0.62 | 0.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%