Fidelity Large Cap Stock Fund (FLCSX)
The fund normally invests at least 80% of assets in common 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 domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. The advisor 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.
Fund Info
| ISIN | US3159124029 |
|---|---|
| CUSIP | 315912402 |
| Issuer | Fidelity |
| Inception Date | Jun 22, 1995 |
| Category | Large Cap Value Equities |
| Min. Investment | $0 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Value |
Expense Ratio
FLCSX features an expense ratio of 0.54%, falling within the medium range.
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.
Popular comparisons: FLCSX vs. FLCOX, FLCSX vs. VWNEX, FLCSX vs. FMCSX, FLCSX vs. FEQIX, FLCSX vs. FGIRX, FLCSX vs. FGRIX, FLCSX vs. IWD, FLCSX vs. SCHG, FLCSX vs. FBALX, FLCSX vs. VIGAX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Large Cap Stock Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Large Cap Stock Fund had a return of 20.12% year-to-date (YTD) and 28.21% in the last 12 months. Over the past 10 years, Fidelity Large Cap Stock Fund had an annualized return of 11.77%, outperforming the S&P 500 benchmark which had an annualized return of 10.85%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 20.12% | 17.79% |
| 1 month | 0.32% | 0.18% |
| 6 months | 8.52% | 7.53% |
| 1 year | 28.21% | 26.42% |
| 5 years (annualized) | 15.68% | 13.48% |
| 10 years (annualized) | 11.77% | 10.85% |
Monthly Returns
The table below presents the monthly returns of FLCSX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.46% | 4.98% | 4.96% | -2.02% | 4.58% | 1.94% | 1.42% | 2.08% | 20.12% | ||||
| 2023 | 8.01% | -2.24% | 0.91% | 2.35% | -1.64% | 6.08% | 4.47% | -2.16% | -3.18% | -3.21% | 8.18% | 4.75% | 23.51% |
| 2022 | 0.26% | -0.95% | 0.77% | -7.43% | 2.92% | -10.07% | 8.23% | -2.64% | -9.75% | 12.02% | 6.06% | -5.06% | -8.02% |
| 2021 | -0.43% | 6.96% | 5.30% | 4.45% | 2.75% | -0.13% | -0.22% | 1.36% | -3.08% | 5.96% | -3.95% | 4.92% | 25.80% |
| 2020 | -2.65% | -9.22% | -15.08% | 10.41% | 3.67% | 2.45% | 2.38% | 5.91% | -4.02% | -2.66% | 16.13% | 5.32% | 9.05% |
| 2019 | 9.23% | 3.77% | 0.59% | 4.39% | -7.97% | 6.95% | 1.01% | -3.31% | 2.76% | 3.81% | 5.01% | 2.68% | 31.59% |
| 2018 | 5.62% | -5.21% | -2.81% | 1.41% | 1.70% | 0.87% | 4.37% | 2.09% | 0.64% | -6.23% | 0.09% | -10.92% | -9.23% |
| 2017 | 1.43% | 3.46% | -0.58% | 0.72% | -0.49% | 2.00% | 1.91% | -0.83% | 3.46% | 0.68% | 2.89% | 2.28% | 18.16% |
| 2016 | -7.69% | -0.46% | 7.58% | 3.06% | 1.73% | -2.48% | 5.62% | 1.60% | 0.65% | -1.14% | 5.98% | 2.01% | 16.67% |
| 2015 | -4.53% | 7.71% | -1.72% | 2.56% | 0.72% | -1.31% | 0.70% | -6.84% | -4.38% | 7.56% | 0.69% | -2.04% | -1.94% |
| 2014 | -2.57% | 4.82% | 0.50% | -0.68% | 1.98% | 2.61% | -1.25% | 3.32% | -1.61% | 2.27% | 1.35% | -0.77% | 10.16% |
| 2013 | 5.47% | 1.06% | 3.94% | 2.07% | 4.14% | -1.25% | 6.51% | -2.19% | 3.43% | 4.12% | 3.61% | 3.06% | 39.32% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of FLCSX is 81, placing it in the top 19% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Large Cap Stock Fund (FLCSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Large Cap Stock Fund granted a 4.47% dividend yield in the last twelve months. The annual payout for that period amounted to $2.36 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.36 | $1.28 | $1.16 | $1.98 | $1.38 | $1.82 | $3.71 | $1.17 | $1.06 | $1.61 | $1.71 | $1.17 |
Dividend yield | 4.47% | 2.83% | 3.07% | 4.71% | 3.93% | 5.43% | 13.75% | 3.48% | 3.61% | 6.15% | 6.04% | 4.31% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.34 | $0.00 | $0.00 | $0.00 | $1.34 | |||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.02 | $1.28 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.82 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $1.16 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.77 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.22 | $1.98 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.78 | $1.38 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.75 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.07 | $1.82 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.85 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.86 | $3.71 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.77 | $1.17 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.62 | $1.06 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.96 | $1.61 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.99 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.72 | $1.71 |
| 2013 | $0.63 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.54 | $1.17 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity 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 Large Cap Stock Fund was 63.67%, occurring on Mar 9, 2009. Recovery took 887 trading sessions.
The current Fidelity Large Cap Stock Fund drawdown is 0.64%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.67% | Mar 27, 2000 | 2243 | Mar 9, 2009 | 887 | Sep 13, 2012 | 3130 |
| -37.11% | Jan 21, 2020 | 44 | Mar 23, 2020 | 166 | Nov 16, 2020 | 210 |
| -25.3% | Apr 6, 1998 | 134 | Oct 8, 1998 | 54 | Dec 23, 1998 | 188 |
| -22.1% | Sep 24, 2018 | 64 | Dec 24, 2018 | 209 | Oct 23, 2019 | 273 |
| -21.69% | Jan 13, 2022 | 180 | Sep 30, 2022 | 177 | Jun 15, 2023 | 357 |
Volatility
Volatility Chart
The current Fidelity Large Cap Stock Fund volatility is 4.14%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.