FDCAX Mutual Fund
FDCAX Mutual Fund
Fidelity Capital Appreciation Fund
FDCAX Mutual Fund Overview
FDCAX Mutual Fund (Fidelity Capital Appreciation Fund) is managed by Fidelity Investments (US) with $4.82B in net assets. FDCAX expense ratio is 0.66%, holding 161 positions across sectors including Unknown, Information Technology, Financials. Inception date: 1986-11-26.
FDCAX performance shows a YTD return of 14.78%. The 1-year return is 28.69% and the 5-year return is 13.00%. FDCAX dividend yield stands at 6.88%, paid annually.
FDCAX top holdings include Nvidia Corp. (8.1%), Amazon.Com Inc (5.9%), Microsoft Corp 4.100 Feb 06 37 (5.1%), Alphabet Inc. C (4.5%), Meta Platforms, Inc. (3.3%). View all FDCAX holdings, sector breakdown, or dividend history.
FDCAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FDCAX alternatives are available via the screener, along with tax-loss harvesting opportunities.