- What does FDCAX invest in?
- The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
- What is the expense ratio of FDCAX?
- Fidelity Capital Trust Capital Appreciation Pt. (FDCAX) charges an expense ratio of 0.66%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is FDCAX?
- Fidelity Capital Trust Capital Appreciation Pt. (FDCAX) manages $8.16B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is FDCAX actively managed or an index fund?
- FDCAX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was FDCAX launched?
- Fidelity Capital Trust Capital Appreciation Pt. (FDCAX) launched in November 1986 and is managed by Fidelity.
- How has FDCAX performed?
- FDCAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
