Fidelity Capital & Income Fund (FAGIX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
10.88
+0.03 (0.28%)
At close: Dec 4, 2025
4.72%
Fund Assets14.54B
Expense Ratio0.97%
Min. Investment$0.00
Turnover19.00%
Dividend (ttm)0.49
Dividend Yield4.52%
Dividend Growth-4.68%
Payout FrequencyMonthly
Ex-Dividend DateNov 30, 2025
Previous Close10.85
YTD Return11.60%
1-Year Return9.78%
5-Year Return42.46%
52-Week Low9.26
52-Week High10.94
Beta (5Y)0.50
Holdings754
Inception DateNov 1, 1977

About FAGIX

The fund invests in equity and debt securities, including defaulted securities, with an emphasis on lower-quality debt securities. It invests in companies in troubled or uncertain financial condition. The fund invests in domestic and foreign issuers. The advisor uses fundamental analysis of each issuer's financial condition and industry position and market and economic conditions to select investments.

Fund Family Fidelity
Category High Yield Bond
Performance Rating High
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol FAGIX
Index ICE BofA US High Yield Constrained TR

Performance

FAGIX had a total return of 9.78% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.70%.

Top 10 Holdings

22.35% of assets
NameSymbolWeight
Fidelity Cash Central Fundn/a10.77%
Fid Private Credit Co Llcn/a2.55%
NVIDIA CorporationNVDA1.65%
Meta Platforms, Inc.META1.38%
Comfort Systems USA, Inc.FIX1.17%
Ally Financial Inc. 8%ALLY.8 11.01.31 *1.16%
EchoStar Corp. 10.75%SATS.10.75 11.30.29 .1.13%
Acrisure Hldngs Inc Ser A-2 Pcn/a0.88%
Vistra Corp.VST0.84%
X Corp 1 Term 10/29n/a0.81%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Nov 30, 2025$0.03916Dec 1, 2025
Oct 31, 2025$0.0363Nov 3, 2025
Sep 30, 2025$0.03949Oct 1, 2025
Aug 29, 2025$0.0402Sep 2, 2025
Jul 31, 2025$0.03809Aug 1, 2025
Jun 30, 2025$0.03777Jul 1, 2025
Full Dividend History