NYLIM PineStone U.S. Equity Class R6 (FCUDX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

21.04

-0.15 (-0.71%)

At close: Oct 30, 2026

Fund Assets	340.66M
Expense Ratio	0.588%
Min. Investment	$0.00
Turnover	15.00%
Dividend (ttm)	0.10
Dividend Yield	0.50%
Dividend Growth	-6.12%
Payout Frequency	Annual
Ex-Dividend Date	Dec 8, 2025

Previous Close	21.19
YTD Return	3.59%
1-Year Return	3.04%
5-Year Return	n/a
52-Week Low	18.73
52-Week High	21.43
Beta (5Y)	n/a
Holdings	27
Inception Date	Aug 28, 2023

About FCUDX

Fidelity Contrafund is an actively managed mutual fund focused on achieving long-term capital appreciation. The fund primarily invests in large-cap U.S. equities, targeting companies that exhibit strong growth potential and are, in the fund manager’s view, undervalued or underappreciated by the broader market. Notably, the fund emphasizes firms with "best of breed" characteristics: strong competitive positions, high returns on capital, consistent free cash flow, and effective management teams. Holdings often include leading technology and communication services companies, reflecting a significant allocation to those sectors. Fidelity Contrafund employs a rigorous bottom-up, fundamental research approach to uncover investment opportunities poised for durable, above-average earnings growth. Managed by a seasoned team with a legacy of long-term outperformance, the fund serves as a core equity holding for investors seeking diversified exposure to U.S. large-cap growth stocks and is recognized for its significant scale and influence within the mutual fund industry.

Fund Family New York Life Investment Management LLC

Category Large Blend

Performance Rating Below Average

Risk Rating Below Average

Stock Exchange Nasdaq

Ticker Symbol FCUDX

Index Russell 3000 TR

Performance

FCUDX had a total return of 3.04% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.36%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FVWSX	Fidelity	Fidelity Series Opportunistic Insights Fund	n/a

Top 10 Holdings

59.59% of assets

Name	Symbol	Weight
Alphabet Inc.	GOOGL	11.37%
Microsoft Corporation	MSFT	7.36%
Moody's Corporation	MCO	6.86%
AutoZone, Inc.	AZO	5.97%
Amazon.com, Inc.	AMZN	5.93%
Mastercard Incorporated	MA	5.50%
Analog Devices, Inc.	ADI	4.88%
CME Group Inc.	CME	4.44%
Linde plc	LIN	3.75%
Hilton Worldwide Holdings Inc.	HLT	3.52%

View More Holdings

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 8, 2025	$0.25773	Dec 8, 2025
Dec 9, 2024	$0.30178	Dec 9, 2024
Dec 5, 2023	$0.0626	Dec 5, 2023

Full Dividend History