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How is Fidelity K Fund (FFDKX) Performing?

FFDKX

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Fidelity K Fund (FFDKX - Free Report) a Zacks Rank #2 (Buy) was incepted in May 2008 and is managed by the Fidelity Group. The objective of FFDKX is to seek growth of capital for the long run. FFDKX invests mainly in equity securities but may also invest in debt securities, including high-yield bonds. FFDKX invests both in U.S. and non-U.S. companies. The fund invests either in value or growth stocks or in both.

This Large Blend product, as of the last filing, allocates their fund in five major groups; Large Growth, Large Value, Intermediate Bond, Small Value and Foreign Stock. Further, as of the last filing, Alphabet Inc, Facebook Inc and Berkshire Hathaway Inc were the top holdings for FFDKX.

The Fidelity K fund, managed by Fidelity, carries an expense ratio of 0.41%. Moreover, FFDKX requires a minimal initial investment of $0.

FFDKX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 8% and 5 year 12%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.

FFDKX’s performance, as of the last filing, when compared to funds in its category was in the top 12% over the past 3 years, and in the 38% over the past 5 years.

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