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Fidelity Independence K (FDFKX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Independence K (FDFKX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Fidelity Independence K Fund (FDFKX) ManagerFund Manager - Robert C. Bertelson

Fund Manager Information

Fund Manager Tenure: 12.0 years
Similar Funds: FDFFX 
Fund Family: Fidelity Investments
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.42)     (What does this score mean?)
Bertelson has been a portfolio manager with Fidelity Investments since 1991. From 1986 to 1991, he was a vice president and research analyst with Wellington Management Company. He also worked as a research associate with Booz, Allen & Hamilton from 1982 to 1984.  Get more insights on Robert C. Bertelson

 

Graph of Fidelity Independence K Fund (FDFKX) ProfileFidelity Independence K Fund (FDFKX) Profile

Fund Profile and Description

Fidelity Independence K Fund seeks capital appreciation. Fidelity Independence K Fund invests primarily in common stocks of domestic and foreign issuers. Its strategy may result in the realization of capital gains without considering the tax consequences to shareholders. The advisor is not constrained by any particular investment style and may invest in either growth stocks or value stocks or both, at any given time.

 

Fidelity Independence K (FDFKX) Fund Strength What we like about Fidelity Independence K (FDFKX) Fund

Data for Fidelity Independence K Fund (FDFKX) as of May 30, 2016

  • Fidelity Independence K Fund (FDFKX) management has been with Fidelity Independence K Fund for 12.0 years
  • Fidelity Independence K Fund (FDFKX) ratio of up-years vs down years is greater than 2
  • Fidelity Independence K Fund (FDFKX) has an annual stock turnover rate of 48.00% vs Large Growth average of 50.46%. It is good that Fidelity Independence K management does not trade extensively for its return.
  • Fidelity Independence K Fund (FDFKX) has a lower expense ratio than its Large Growth average: 0.77% vs 1.17%
  • Fidelity Independence K Fund (FDFKX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Fidelity Independence K Fund (FDFKX) Weakness What we are cautious about Fidelity Independence K (FDFKX) Fund

Data for Fidelity Independence K Fund (FDFKX) as of May 30, 2016

  • Fidelity Independence K Fund (FDFKX) has a less-than-ideal short-term performance (1-year return -10.56% vs -1.74% Large Growth category median performance)
  • Fidelity Independence K Fund (FDFKX) has a less-than-ideal mid-term performance (3-year return 8.80% vs 10.74% Large Growth category median performance)
  • Fidelity Independence K Fund (FDFKX) has a less-than-ideal Long-term performance (5-year return 8.28% vs 10.14% Large Growth category median performance)
  • Fidelity Independence K Fund (FDFKX) has a Morningstar rating of 3 and below
  • Fidelity Independence K Fund (FDFKX) is less safe compared to its Large Growth peers
  • Fidelity Independence K Fund (FDFKX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.31 that is higher than category average of 12.75
See Fidelity Independence K Fund (FDFKX) performance details as of May 30, 2016

 

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Compare Fidelity Independence K Fund (FDFKX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Independence K-4.86-10.568.808.28
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Fidelity Independence K Fund (FDFKX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Fidelity Independence K Fund (FDFKX) Net Asset TrackingFidelity Independence K (FDFKX) Fund Net Asset

Track net asset change of Fidelity Independence K fund (FDFKX)

DateNet Asset
05/2016$3.83B
03/2016$3.86B
02/2016$3.67B
More historic net asset information on Fidelity Independence K Fund (FDFKX)

  

Graph of Fidelity Independence K Fund (FDFKX) Portfolio TrackingFidelity Independence K (FDFKX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Independence K fund (FDFKX)

DateCashStockBondOther
04/20160.1%99.9%0%0%
02/20160.01%99.99%0%0%
01/20160.16%99.84%0%0%
Click here to see more historic asset allocation information on Fidelity Independence K Fund (FDFKX)

 

graph of Fidelity Independence K Fund (FDFKX) Top 10 Position TrackingTop 10 Holdings in Fidelity Independence K (FDFKX) Fund

Discover what Fidelity Independence K Fund (FDFKX) manager is buying

Apr 29, 2016
Apple Inc. [3.66%]
Celgene Corporation [3.12%]
Gilead Sciences, Inc. [3.05%]
Southwest Airlines Company Comm [2.68%]
Medivation, Inc. [2.67%]
Facebook, Inc. [2.64%]
Monster Beverage Corporation [2.55%]
Michael Kors Holdings Limited O [2.52%]
NXP Semiconductors N.V. [2.4%]
Alexion Pharmaceuticals, Inc. [2.4%]

Feb 28, 2016
Apple Inc. [3.94%]
Alphabet Inc. [3.89%]
Facebook, Inc. [3.49%]
Celgene Corporation [3.13%]
Gilead Sciences, Inc. [2.98%]
Michael Kors Holdings Limited O [2.97%]
American Airlines Group, Inc. [2.69%]
Southwest Airlines Company Comm [2.59%]
Visa Inc. [2.54%]
Alexion Pharmaceuticals, Inc. [2.29%]

Jan 30, 2016
Alphabet Inc. [4.07%]
Apple Inc. [4%]
Facebook, Inc. [3.22%]
Celgene Corporation [2.94%]
Gilead Sciences, Inc. [2.68%]
Visa Inc. [2.58%]
American Airlines Group, Inc. [2.52%]
Amazon.com, Inc. [2.51%]
Monster Beverage Corporation [2.43%]
Southwest Airlines Company Comm [2.29%]
Click here for Stock Holding Change Map in Fidelity Independence K Fund (FDFKX)

  

Latest News on Fidelity Independence K (FDFKX) Fund

See what is happening with Fidelity Independence K Fund (FDFKX)

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Fidelity Independence K Fund (FDFKX) Related ResourcesSee more information on Fidelity Independence K (FDFKX) Fund

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