Fidelity Series Large Cap Stock Fund (FGLGX)
The fund normally invests at least 80% of assets in common stocks of companieswith 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 domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both.
Fund Info
US31617F8335
31617F833
Dec 6, 2012
$0
Large-Cap
Value
Expense Ratio
FGLGX has an expense ratio of 0.00%, meaning no management fees are charged.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
Fidelity Series Large Cap Stock Fund (FGLGX) returned 5.62% year-to-date (YTD) and 16.85% over the past 12 months. Over the past 10 years, FGLGX delivered an annualized return of 13.22%, outperforming the S&P 500 benchmark at 10.88%.
FGLGX
5.62%
8.89%
2.21%
16.85%
17.57%
20.98%
13.22%
^GSPC (Benchmark)
0.68%
7.17%
-1.66%
11.63%
12.51%
14.34%
10.88%
Monthly Returns
The table below presents the monthly returns of FGLGX, 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 | 4.49% | -1.54% | -4.96% | -0.27% | 8.31% | 5.62% | |||||||
| 2024 | 1.54% | 5.14% | 4.99% | -1.96% | 4.70% | 2.05% | 1.48% | 2.10% | 1.96% | 0.52% | 5.68% | -3.27% | 27.45% |
| 2023 | 7.99% | -2.19% | 1.09% | 2.38% | -1.49% | 6.18% | 4.66% | -2.17% | -3.17% | -3.22% | 8.47% | 4.88% | 24.80% |
| 2022 | 0.37% | -0.94% | 0.69% | -7.42% | 2.90% | -9.61% | 7.94% | -2.43% | -9.55% | 11.85% | 6.30% | -4.97% | -7.23% |
| 2021 | -0.43% | 6.90% | 5.37% | 4.50% | 2.85% | -0.15% | -0.15% | 1.45% | -3.02% | 6.12% | -3.96% | 5.00% | 26.53% |
| 2020 | -2.65% | -8.95% | -14.60% | 10.42% | 3.70% | 2.48% | 6.19% | 5.99% | -4.00% | -2.54% | 15.87% | 5.24% | 14.06% |
| 2019 | 8.82% | 3.56% | 0.62% | 4.46% | -7.76% | 6.85% | 1.16% | -3.23% | 2.91% | 3.73% | 4.99% | 2.76% | 31.60% |
| 2018 | 5.08% | -5.38% | -2.75% | 1.46% | 1.50% | 0.96% | 4.40% | 1.93% | 0.51% | -5.71% | 0.33% | -10.49% | -8.95% |
| 2017 | 0.99% | 3.35% | -0.68% | 0.72% | -0.20% | 1.69% | 1.75% | -0.94% | 3.47% | 0.65% | 3.09% | 2.35% | 17.38% |
| 2016 | -6.50% | -0.34% | 6.98% | 1.93% | 1.75% | -1.87% | 4.84% | 1.66% | 0.38% | -0.66% | 5.51% | 1.95% | 15.97% |
| 2015 | -4.14% | 7.13% | -1.95% | 2.66% | 0.50% | -1.87% | 1.26% | -6.74% | -3.92% | 7.93% | 0.70% | -2.53% | -2.02% |
| 2014 | -4.44% | 4.00% | 1.72% | 0.48% | 2.23% | 2.34% | -1.27% | 2.80% | -1.04% | 1.95% | 2.06% | -0.89% | 10.08% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 78, FGLGX is among the top 22% of mutual funds on our website when it comes to balancing risk and reward. Below is 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 Large Cap Stock Fund (FGLGX) 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 Large Cap Stock Fund provided a 7.56% dividend yield over the last twelve months, with an annual payout of $1.83 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.83 | $1.83 | $1.03 | $1.08 | $1.75 | $1.39 | $1.06 | $1.59 | $0.82 | $0.26 | $0.78 | $0.59 |
Dividend yield | 7.56% | 7.99% | 5.29% | 6.55% | 9.22% | 8.44% | 6.72% | 12.29% | 5.23% | 1.81% | 6.26% | 4.34% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Series Large Cap Stock 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 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.20 | $0.00 | $0.00 | $0.00 | $0.63 | $1.83 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.00 | $0.58 | $1.03 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.92 | $0.00 | $0.00 | $0.00 | $0.16 | $1.08 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.17 | $0.00 | $0.00 | $0.00 | $0.58 | $1.75 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 | $0.51 | $0.00 | $0.00 | $0.00 | $0.37 | $1.39 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.49 | $0.00 | $0.00 | $0.00 | $0.37 | $1.06 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.10 | $0.81 | $0.00 | $0.08 | $0.00 | $0.54 | $1.59 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.05 | $0.36 | $0.00 | $0.12 | $0.00 | $0.27 | $0.82 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.04 | $0.02 | $0.00 | $0.06 | $0.00 | $0.07 | $0.26 |
| 2015 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.36 | $0.00 | $0.06 | $0.00 | $0.20 | $0.78 |
| 2014 | $0.05 | $0.00 | $0.00 | $0.06 | $0.19 | $0.00 | $0.06 | $0.00 | $0.22 | $0.59 |
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 Large Cap Stock 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 Large Cap Stock Fund was 36.42%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
The current Fidelity Series Large Cap Stock Fund drawdown is 0.98%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.42% | Jan 21, 2020 | 44 | Mar 23, 2020 | 161 | Nov 9, 2020 | 205 |
| -21.21% | Jan 13, 2022 | 180 | Sep 30, 2022 | 175 | Jun 13, 2023 | 355 |
| -20.95% | Sep 24, 2018 | 64 | Dec 24, 2018 | 182 | Sep 16, 2019 | 246 |
| -19.24% | May 22, 2015 | 183 | Feb 11, 2016 | 126 | Aug 11, 2016 | 309 |
| -18.75% | Jan 24, 2025 | 52 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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