Fidelity Series Stock Selector Large Cap Value Fund (FBLEX)
The fund normally invests at least 80% of assets in stocks of companies with large market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell 1000 Index or the S&P 500 Index). It invests in securities of companies that Fidelity Management & Research Company (FMR) believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry (stocks of these companies are often called "value" stocks).
Fund Info
US3161285529
316128552
Dec 6, 2012
$0
Large-Cap
Value
Expense Ratio
FBLEX has an expense ratio of 0.01%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) returned 3.02% year-to-date (YTD) and 14.93% over the past 12 months. Over the past 10 years, FBLEX returned 9.25% annually, underperforming the S&P 500 benchmark at 10.84%.
FBLEX
3.02%
4.39%
-2.75%
14.93%
10.87%
16.15%
9.25%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of FBLEX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.96% | -0.63% | -2.45% | -2.87% | 4.24% | 3.02% | |||||||
| 2024 | 0.23% | 3.59% | 5.75% | -4.34% | 2.98% | -0.79% | 5.39% | 2.97% | 1.21% | 0.00% | 6.24% | -5.72% | 18.05% |
| 2023 | 5.97% | -3.25% | -0.93% | 1.58% | -3.76% | 6.88% | 3.90% | -2.07% | -3.05% | -2.50% | 7.69% | 5.17% | 15.60% |
| 2022 | -1.14% | -0.36% | 2.31% | -5.39% | 2.26% | -9.00% | 6.12% | -2.61% | -9.41% | 11.28% | 6.76% | -3.57% | -4.82% |
| 2021 | -0.78% | 5.62% | 7.00% | 4.55% | 2.82% | -1.43% | 0.93% | 1.57% | -3.29% | 5.47% | -4.36% | 6.76% | 26.83% |
| 2020 | -2.04% | -9.71% | -18.62% | 12.81% | 3.16% | -0.48% | 3.65% | 4.45% | -2.31% | -1.00% | 13.96% | 4.90% | 4.34% |
| 2019 | 7.93% | 2.77% | -0.01% | 4.49% | -6.41% | 6.67% | 0.65% | -3.15% | 3.92% | 1.04% | 3.41% | 2.53% | 25.57% |
| 2018 | 3.54% | -5.49% | -1.49% | 0.57% | 0.97% | 0.08% | 3.66% | 1.46% | 0.08% | -5.45% | 2.88% | -9.30% | -9.04% |
| 2017 | 0.65% | 3.68% | -1.19% | -0.47% | -0.16% | 1.26% | 1.64% | -0.69% | 2.63% | -0.15% | 3.09% | 1.64% | 12.44% |
| 2016 | -4.77% | 0.96% | 6.75% | 2.17% | 1.06% | 0.17% | 2.54% | 0.68% | -0.00% | -1.36% | 5.42% | 2.54% | 16.87% |
| 2015 | -2.89% | 5.68% | -0.70% | 1.08% | 1.14% | -2.64% | 0.15% | -6.33% | -3.63% | 6.67% | -0.32% | -2.53% | -4.95% |
| 2014 | -3.63% | 3.84% | 1.92% | 0.96% | 1.74% | 2.80% | -1.44% | 3.84% | -2.14% | 2.94% | 2.20% | 0.83% | 14.44% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FBLEX is 70, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Fidelity Series Stock Selector Large Cap Value Fund provided a 12.84% dividend yield over the last twelve months, with an annual payout of $1.77 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.77 | $1.73 | $0.66 | $1.51 | $2.04 | $0.49 | $0.72 | $1.18 | $0.93 | $0.31 | $1.63 | $0.95 |
Dividend yield | 12.84% | 12.63% | 5.05% | 12.66% | 14.51% | 3.85% | 5.65% | 10.97% | 7.14% | 2.47% | 14.99% | 7.19% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Series Stock Selector Large Cap Value Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.33 | |||||||
| 2024 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.44 | $1.73 |
| 2023 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 | $0.66 |
| 2022 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.90 | $1.51 |
| 2021 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.03 | $2.04 |
| 2020 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.49 |
| 2019 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.63 | $0.72 |
| 2018 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.99 | $1.18 |
| 2017 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.88 | $0.93 |
| 2016 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.31 |
| 2015 | $0.13 | $0.00 | $0.30 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.21 | $1.63 |
| 2014 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 | $0.95 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Series Stock Selector Large Cap Value Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Fidelity Series Stock Selector Large Cap Value Fund was 39.73%, occurring on Mar 23, 2020. Recovery took 179 trading sessions.
The current Fidelity Series Stock Selector Large Cap Value Fund drawdown is 2.87%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.73% | Jan 21, 2020 | 44 | Mar 23, 2020 | 179 | Dec 4, 2020 | 223 |
| -19% | Apr 21, 2022 | 113 | Sep 30, 2022 | 199 | Jul 19, 2023 | 312 |
| -18.61% | Jan 29, 2018 | 229 | Dec 24, 2018 | 129 | Jul 1, 2019 | 358 |
| -18.54% | May 19, 2015 | 186 | Feb 11, 2016 | 189 | Nov 9, 2016 | 375 |
| -14.71% | Dec 2, 2024 | 87 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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