- What does FLCOX invest in?
- The fund primarily allocates at least 80% of its assets to stocks that comprise the Russell 1000® Value Index. This benchmark is a market capitalization-weighted measure reflecting the performance of prominent value companies within the American stock market. Additionally, the fund's advisor loans out securities as a strategy to generate supplementary income.
- What is the expense ratio of FLCOX?
- Fidelity Large Cap Value Index Fund (FLCOX) charges an expense ratio of 0.03%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is FLCOX?
- Fidelity Large Cap Value Index Fund (FLCOX) manages $14.41B 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 FLCOX actively managed or an index fund?
- FLCOX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (FLCOX's is 0.03%) because there's no security selection cost.
- When was FLCOX launched?
- Fidelity Large Cap Value Index Fund (FLCOX) launched in June 2016 and is managed by Fidelity.
- How has FLCOX performed?
- FLCOX'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.
