FCAKX Mutual Fund

FCAKX Mutual Fund (Fidelity Capital Appreciation Fund Class K) is managed by Fidelity Investments (US) with $247.9M in net assets. FCAKX expense ratio is 0.58%, holding 173 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2008-05-09.

FCAKX performance shows a YTD return of 12.73%. The 1-year return is 14.84% and the 5-year return is 11.72%. FCAKX dividend yield stands at 0.68%, paid annually.

FCAKX top holdings include NVIDIA Corp (9.1%), Amazon.com Inc (6.6%), Microsoft Corp (5.6%), Apple Inc (2.6%), Meta Platforms Inc Class A (2.4%). Go to all FCAKX holdings, FCAKX sectors, or FCAKX dividends.

FCAKX can be compared against other funds. Use FCAKX overlap to find shared positions, or FCAKX vs another fund for a side-by-side view. FCAKX alternatives are available via the screener, along with tax-loss harvesting opportunities.