Summary
The fund seeks capital appreciation by investing in companies in the United States.
The fund employs a multi-manager investment strategy to invest directly in securities through sub-advisers or indirectly through underlying funds, which in turn invest directly in securities.
The sub-advisers are FIAM LLC (FIAM), Geode Capital Management, LLC, FMR Investment Management (UK) Limited (FMR UK), Fidelity Management & Research (Hong Kong) Limited (FMR H.K.), and Fidelity Management & Research (Japan) Limited (FMR Japan)
Link
Directors
Aug 3, 2023- PETER C ALDRICH
- KATHLEEN MURPHY
- MARY C FARRELL
- HEIDI L STEIGER
- CHARLES S MORRISON
- KAREN KAPLAN
- CHRISTINE MARCKS
Chief Compliance Officer
- JAMES GRYGLEWICZ
Fund Manager(s)
Price
Company Name |
Holding |
Fidelity Mt. Vernon Street Trust | 10.56 % |
Fidelity Salem Street Trust | 10 % |
Fidelity Salem Street Trust | 5.85 % |
Fidelity Securities Fund | 2.36 % |
MICROSOFT CORP | 2.34 % |
Fidelity Salem Street Trust | 2.27 % |
Fidelity Salem Street Trust | 1.24 % |
APPLE INC | 1.07 % |
META PLATFORMS INC | 0.83 % |
AMAZON.COM INC | 0.81 % |
More |
Documents
Performance
YTD
7%
3 Year
9.48%
5 Year
62.29%
Best
26.28%
2019
Worst
-22.42%
2022
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|
Q1 | 11.6% | 7.3% | -5.4% | 3.5% | -20.6% | 13.7% | - | - | - | - |
Q2 | -3.9% | 8.3% | -16% | 12.5% | 23% | 2.5% | 5.2% | - | - | - |
Q3 | - | -3.3% | -9.1% | -4.2% | 1.5% | -0.8% | 6% | - | - | - |
Q4 | - | 10.4% | 7.3% | 8.1% | 15.2% | 7.4% | -15.3% | - | - | - |
J | F | M | A | M | J | J | A | S | O | N | D | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 1.8% | 6% | 3.4% | -1.3% | - | - | - | - | - | - | - | - |
2023 | 6.9% | -2.2% | 2.6% | 1.6% | 1.5% | 5.1% | 2.8% | -1.6% | -4.4% | -2.5% | 8.8% | 4% |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
---|---|---|---|---|---|---|---|---|---|---|---|
7% | 24% | -22% | 16% | 19% | 26% | 0% | 0% | 0% | 0% |
Alpha
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|
FCTDX | 7% | 24% | -22% | 16% | 19% | 26% | - | - | - | - |
Russell 3000 Index | - | - | -21% | 24% | 19% | 29% | -7% | 19% | 10% | -1% |
Alpha | 7% | 24% | -2% | -8% | 0% | -2% | - | - | - | - |