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Fidelity Large Cap Stock Fund: (MF: FLCSX)

(NASDAQ Mutual Funds) As of Jun 20, 2024 08:00 PM ET

$51.30 USD

-0.01 (-0.02%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

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Latest Performance as of May 31, 2024

Total Return %* Percentile Rank Objective
YTD 14.54 10
3 months 7.53 2
6 months 19.98 11
1 Year 31.89 19
3 Year 10.85 4
5 Year 16.50 13
10 Year 11.68 33

* Annual for three years and beyond.

Zacks Premium Research for FLCSX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Sell 5
MF Research Report

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Portfolio Statistics

% Unrealized Gain 36.32
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 5/31/2024 4,465.90
% Turnover 5/31/2024 8.00

Risk

3 Year 5 Year 10 Year
Beta 0.92 0.99 1.03
Alpha 1.81 0.94 -1.02
R Squared 0.86 0.87 0.89
Std. Dev. 17.64 19.38 16.76
Sharpe 0.52 0.84 2.00

Sector / Country Weightings

As of 5/31/2024 % of Portfolio
Technology 30.30
Finance 22.02
Industrial Cyclical 14.03
Energy 9.26
Non-Durable 5.96
Other 5.43
Retail Trade 4.81
Health 3.90
Services 1.88
Consumer Durables 1.42
Utilities 0.99

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2024)
% of Portfolio Value (Mil$)
MICROSOFT CORP 7.63 266.65
GENERAL ELECTRIC CO 6.16 215.36
EXXON MOBIL CORP 5.87 205.09
WELLS FARGO & CO 5.70 199.18
TOTAL*MONEY MARKET 5.58 195.00
APPLE INC 2.79 97.31
BANK OF AMERICA CORP 2.63 91.98
BOEING CO 2.43 84.95
META PLATFORMS INC 2.31 80.60

Stock Holding % of Net Assets

As Of 1/31/2024
Total Issues 176
Avg. P/E 26.04
Avg. P/Book 4.19
Avg. EPS Growth 13.4
Avg. Market Value (Mil $) 455,843

Allocation

% of Portfolio
Large Growth 22.79
Large Value 18.88
Small Growth 4.22
Small Value 2.82
Foreign Stock 24.62
Emerging Market 8.59
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00