Mutual Fund Insights: Fidelity K Fund (FFDKX)

In-depth Analysis of Fidelity K Fund (FFDKX)

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See Fidelity K Fund (FFDKX) performance details as of January 31, 2010

  

Last Trade: $29.55 on 3/17/2010, Change: +0.15 (0.51%)

Experiment our closing price forecasting tool for Fidelity K Fund (FFDKX) (alpha release)

  

Fund Manager - John D. Avery

Fund Manager Tenure: 8.1 years
Fundmojo Fund Grade: B (Score: 0.6)     (What does this score mean?)

Avery is a vice president and portfolio manager with Fidelity Investments, his employer since 1995. Prior to joining the firm, he was a domestic equity analyst for Putnam Investments from 1993 to 1994. He was also an investment banking associate for Alex Brown & Sons from 1986 to 1991.  Get more insights on John D. Avery

  

 What we like about Fidelity K Fund (FFDKX)

Data for Fidelity K Fund (FFDKX) as of January 31, 2010

• Fidelity K Fund (FFDKX) management has been with Fidelity K Fund for 8.1 years
• Fidelity K Fund (FFDKX) has good mid-term performance (3-year return -6.17% vs -7.17% Large Blend category average)
• Fidelity K Fund (FFDKX) has good Long-term performance (5-year return 0.95% vs 0.19% Large Blend category average)
• Fidelity K Fund (FFDKX) ratio of up-years vs down years is greater than 2
• Fidelity K Fund (FFDKX) has a lower management fee than its Large Blend average: 0.45% vs 1.10%
• Fidelity K Fund (FFDKX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Fidelity K Fund (FFDKX)

Data for Fidelity K Fund (FFDKX) as of January 31, 2010

• Fidelity K Fund (FFDKX) has a less-than-ideal short-term performance (1-year return 31.98% vs 34.15% Large Blend category average)
• Fidelity K Fund (FFDKX) has a Morningstar rating of 3 and below
• Fidelity K Fund (FFDKX) has an annual stock turnover rate of 91.00% that is higher than the Large Blend average of 80.36%. This could mean Fidelity K is more nimble, but also signal potential high tax impact and high trading fees
• Fidelity K Fund (FFDKX) is more volatile than its peers as it has a 3-year Standard Deviation of 21.04 that is higher than category average of 20.52

See Fidelity K Fund (FFDKX) performance details as of January 31, 2010

  

  

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Fidelity K Fund (FFDKX) Net Asset

Track net asset change of Fidelity K fund (FFDKX)

Date	Net Asset
01/2010	$387.32M
11/2009	$402.10M
10/2009	$375.50M

More historic net asset information on Fidelity K Fund (FFDKX)

  

Fidelity K Fund (FFDKX) Portfolio Allocation

Track portfolio allocation change of Fidelity K fund (FFDKX)

Date	Cash	Stock	Bond	Other
10/2009	1.22%	98.78%	0%	0%
09/2009	0.48%	99.38%	0%	0.13%
07/2009	2.03%	97.84%	0%	0.13%

Click here to see more historic asset allocation information on Fidelity K Fund (FFDKX)

  

Most Recent Top 10 Holdings in Fidelity K Fund (FFDKX)

Discover what Fidelity K Fund (FFDKX) manager is buying

31-Oct-09 JP MORGAN CHASE CO [2.71%] HEWLETT PACKARD CO [2.05%] Google Inc. [2.03%] Apple Inc. [2.03%] WELLS FARGO & CO NEW [1.99%] Cisco Systems, Inc. [1.95%] BK OF AMERICA CP [1.88%] Microsoft Corporation [1.81%] GOLDMAN SACHS GRP [1.68%] PFIZER INC [1.53%]

30-Sep-09 JP MORGAN CHASE CO [2.74%] BK OF AMERICA CP [2.1%] HEWLETT PACKARD CO [1.96%] GOLDMAN SACHS GRP [1.96%] WELLS FARGO & CO NEW [1.96%] Cisco Systems, Inc. [1.94%] Apple Inc. [1.93%] Google Inc. [1.81%] Microsoft Corporation [1.63%] GEN ELECTRIC CO [1.54%]

31-Jul-09 WYETH [2.24%] Microsoft Corporation [2.07%] Fidelity Cash Central Fund [2.03%] GOLDMAN SACHS GRP [1.96%] Cisco Systems, Inc. [1.93%] PROCTER GAMBLE CO [1.88%] Apple Inc. [1.8%] JP MORGAN CHASE CO [1.77%] BK OF AMERICA CP [1.77%] JOHNSON AND JOHNS DC [1.73%]

Click here for Stock Holding Change Map in Fidelity K Fund (FFDKX)

  

Related books and products to Fidelity K Fund (FFDKX)

  

Latest News on Fidelity K (FFDKX)

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Books and Resources

 

 

See more information on Fidelity K Fund (FFDKX)

• Fidelity K Fund Insights
• Fidelity K Fund Performance Data
• Fidelity K Fund News
• Fidelity K Fund Score Explaination
• Fidelity K Fund Manager Information
• Historic Fidelity K Fund Asset Allocation Report
• Historic Fidelity K Fund Top 10 Holding Tracking
• Historic Fidelity K Fund Asset Under Management Tracking