About FLCOX
Fidelity Large Cap Value Index Fund is an open-end mutual fund that seeks to provide investment results closely aligned with the total return of large-capitalization U.S. companies with value characteristics. The fund primarily invests at least 80% of its assets in securities included in the Russell 1000 Value Index, a market capitalization-weighted benchmark focused on large U.S. companies considered undervalued based on low price ratios and high dividend yields, as well as slower growth in earnings, sales, or book value. The fund covers a diverse range of sectors, notably including financial services, energy, consumer defensive, and healthcare, with top holdings such as Berkshire Hathaway, JPMorgan Chase, and Exxon Mobil. Operating with a notably low expense ratio, this fund is positioned within the lowest fee quintile in its category, making it a cost-effective choice for broad exposure to the U.S. large-cap value segment. Its role in the financial market is to offer investors efficient access to value-oriented blue-chip stocks, facilitating portfolio diversification and a potential for steady income through dividends.
Fund Family Fidelity
Category Large Value
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol FLCOX
Index Russell 1000 Value TR
FLCOX had a total return of 31.27% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.26%.
