About FCLKX
Fidelity Large Cap Stock K6 Fund is a mutual fund focused on delivering long-term capital growth by investing primarily in large-cap U.S. companies. The fund aims to hold at least 80% of its assets in common stocks of firms with substantial market capitalizations, typically representing leaders across various sectors such as technology, financial services, energy, and industrials. Its portfolio is diversified yet concentrated, with the top ten holdings comprising approximately 40% of total assets, and includes prominent names like Microsoft, Exxon Mobil, GE Aerospace, Wells Fargo, and Apple. The fund operates with a large blend investment style, meaning it incorporates both growth and value-oriented companies within its universe. With a competitive expense ratio and low minimum investment, it is often utilized in retirement accounts, particularly those sponsored by employers. The fund's low portfolio turnover suggests a longer-term investment approach, and it periodically distributes dividends, generally on a semiannual basis. Its role in the market is to offer institutional and retirement plan investors broad exposure to established, financially strong U.S. corporations, serving as a core equity holding in diversified portfolios.
Fund Family Fidelity
Category Large Blend
Performance Rating High
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol FCLKX
Index S&P 500 TR
FCLKX had a total return of 23.04% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.85%.
