FCAKX Mutual Fund

FCAKX Mutual Fund (Fidelity Capital Appreciation Fund Class K) is managed by Fidelity Investments (US). FCAKX expense ratio is 0.58%, holding 161 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2008-05-09.

FCAKX performance shows a YTD return of 15.19%. The 1-year return is 24.76% and the 5-year return is 14.07%. FCAKX dividend yield stands at 6.93%, paid annually.

FCAKX top holdings include Nvidia Corp. (8.1%), Amazon.Com Inc (5.9%), Microsoft Corp (5.1%), Alphabet Inc. C (4.5%), Meta Platforms, Inc. (3.3%). 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.