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Fidelity Large Cap Growth Enhanced Idx (FLGEX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Large Cap Growth Enhanced Idx (FLGEX) Fund

    Last Trade: $15.75 on 11/28/2014, Change: -0.03 (-0.19%)

 

Graph of Fidelity Large Cap Growth Enhanced Idx Fund (FLGEX) ManagerFund Manager - Jeffrey Adams

Fund Manager Information

Fund Manager Tenure: 7.6 years
Fund Family: Fidelity Investments
Fund Category: Large Growth
Fund Performance: Oct 30, 2014
Fundmojo Fund Grade: A+ (Score: 0.8)     (What does this score mean?)
Adams has been a Senior Portfolio Manager with Geode since 2003. He has oversight responsibility for all index funds managed by Geode and is responsible for quantitative research and new product development. Adams was employed by State Street Global Advisors from June 1989 to June 2003 where he served as a Portfolio Manager for over seven years before joining Geode, a vice president of US Active Equities.  Get more insights on Jeffrey Adams

 

Graph of Fidelity Large Cap Growth Enhanced Idx Fund (FLGEX) ProfileFidelity Large Cap Growth Enhanced Idx Fund (FLGEX) Profile

Fund Profile and Description

Fidelity Large Cap Growth Enhanced Idx Fund seeks capital appreciation. Fidelity Large Cap Growth Enhanced Idx Fund invests at least 80% of assets in common stocks included in the Russell 1000 Growth index, which is a market capitalization-weighted index of companies with large market capitalizations. It uses computer-aided, quantitative analysis of historical valuation, growth, profitability, and other factors to select a broadly diversified group of stocks that may have the potential to provide a higher total return than that of the Russell 1000 Growth Index. Fidelity Large Cap Growth Enhanced Idx Fund may invest in domestic and foreign issuers.

 

Fidelity Large Cap Growth Enhanced Idx (FLGEX) Fund Strength What we like about Fidelity Large Cap Growth Enhanced Idx (FLGEX) Fund

Data for Fidelity Large Cap Growth Enhanced Idx Fund (FLGEX) as of Oct 30, 2014

  • Fidelity Large Cap Growth Enhanced Idx Fund (FLGEX) management has been with Fidelity Large Cap Growth Enhanced Idx Fund for 7.6 years
  • Fidelity Large Cap Growth Enhanced Idx Fund (FLGEX) has good short-term performance (1-year return 18.70% vs 15.02% Large Growth category median performance)
  • Fidelity Large Cap Growth Enhanced Idx Fund (FLGEX) has good mid-term performance (3-year return 19.75% vs 18.10% Large Growth category median performance)
  • Fidelity Large Cap Growth Enhanced Idx Fund (FLGEX) has good Long-term performance (5-year return 17.38% vs 15.79% Large Growth category median performance)
  • Fidelity Large Cap Growth Enhanced Idx Fund (FLGEX) ratio of up-years vs down years is greater than 2
  • Fidelity Large Cap Growth Enhanced Idx Fund (FLGEX) has a Morningstar rating of 4 and above
  • Asset base in Fidelity Large Cap Growth Enhanced Idx Fund (FLGEX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Fidelity Large Cap Growth Enhanced Idx Fund (FLGEX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.54, lower than category average of 10.99
  • Fidelity Large Cap Growth Enhanced Idx Fund (FLGEX) has a lower expense ratio than its Large Growth average: 0.45% vs 1.20%
  • Fidelity Large Cap Growth Enhanced Idx Fund (FLGEX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Fidelity Large Cap Growth Enhanced Idx Fund (FLGEX) Weakness What we are cautious about Fidelity Large Cap Growth Enhanced Idx (FLGEX) Fund

Data for Fidelity Large Cap Growth Enhanced Idx Fund (FLGEX) as of Oct 30, 2014

  • Fidelity Large Cap Growth Enhanced Idx Fund (FLGEX) has an annual stock turnover rate of 83.00% that is higher than the Large Growth average of 49.17%. This could mean Fidelity Large Cap Growth Enhanced Idx is more nimble, but also signal potential high tax impact and high trading fees
See Fidelity Large Cap Growth Enhanced Idx Fund (FLGEX) performance details as of Oct 30, 2014

 

What do you think?

 

Compare Fidelity Large Cap Growth Enhanced Idx Fund (FLGEX)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 Large Cap Growth Enhanced Idx11.5518.7019.7517.38
American Funds AMCAP R6 (RAFGX)11.1917.8120.8317.35Compare
AllianceBern Core Opportunities Advisor (ADGYX)9.6116.0819.4417.32Compare
Gerstein Fisher Multi-Factor Growth Eq (GFMGX)9.4816.4419.860Compare

See top fund managers for Large Growth Category Funds

 

Compare Fidelity Large Cap Growth Enhanced Idx Fund (FLGEX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
RBS NASDAQ 100 Trendpilot ETN (TNDQ)3.16%9.63%NaN
First Trust NASDAQ-100 Equal Weight Idx (QQEW)14.44%21.03%20.73%
Rydex S&P 500 Pure Growth (RPG)12.96%20.09%21.72%
PowerShares Fundamental Pure La (PXLG)13.79%19.70%19.18%
iShares Morningstar Large Growth Index (JKE)12.54%19.10%19.71%

 

Graph of Fidelity Large Cap Growth Enhanced Idx Fund (FLGEX) Net Asset TrackingFidelity Large Cap Growth Enhanced Idx (FLGEX) Fund Net Asset

Track net asset change of Fidelity Large Cap Growth Enhanced Idx fund (FLGEX)

DateNet Asset
10/2014$314.37M
09/2014$288.11M
08/2014$284.92M
More historic net asset information on Fidelity Large Cap Growth Enhanced Idx Fund (FLGEX)

  

Graph of Fidelity Large Cap Growth Enhanced Idx Fund (FLGEX) Portfolio TrackingFidelity Large Cap Growth Enhanced Idx (FLGEX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Large Cap Growth Enhanced Idx fund (FLGEX)

DateCashStockBondOther
09/20141.76%98.24%0%0%
08/20140.88%99.12%0%0%
07/20141.44%98.56%0%0%
Click here to see more historic asset allocation information on Fidelity Large Cap Growth Enhanced Idx Fund (FLGEX)

 

graph of Fidelity Large Cap Growth Enhanced Idx Fund (FLGEX) Top 10 Position TrackingTop 10 Holdings in Fidelity Large Cap Growth Enhanced Idx (FLGEX) Fund

Discover what Fidelity Large Cap Growth Enhanced Idx Fund (FLGEX) manager is buying

Sep 29, 2014
Apple Inc. [6.2%]
Microsoft Corporation [2.49%]
Verizon Communications Inc. Com [2.44%]
Gilead Sciences, Inc. [2.05%]
Facebook, Inc. [1.99%]
E-mini S&P 500 Index Future Dec14 [1.94%]
QUALCOMM Incorporated [1.67%]
Comcast Corporation [1.6%]
Google Inc. [1.51%]
Schlumberger N.V. Common Stock [1.5%]

Aug 30, 2014
Apple Inc. [6.17%]
Microsoft Corporation [2.45%]
Verizon Communications Inc. Com [2.43%]
Gilead Sciences, Inc. [2.09%]
Facebook, Inc. [1.91%]
QUALCOMM Incorporated [1.7%]
Comcast Corporation [1.66%]
Schlumberger N.V. Common Stock [1.65%]
Google Inc. [1.54%]
Boeing Company (The) Common Sto [1.33%]

Jul 30, 2014
Apple Inc. [6.1%]
Verizon Communications Inc. Com [2.52%]
Microsoft Corporation [2.12%]
Facebook, Inc. [1.95%]
Gilead Sciences, Inc. [1.92%]
Schlumberger N.V. Common Stock [1.76%]
Comcast Corporation [1.72%]
QUALCOMM Incorporated [1.65%]
Google Inc. [1.58%]
Home Depot, Inc. (The) Common S [1.43%]
Click here for Stock Holding Change Map in Fidelity Large Cap Growth Enhanced Idx Fund (FLGEX)

  

Latest News on Fidelity Large Cap Growth Enhanced Idx (FLGEX) Fund

See what is happening with Fidelity Large Cap Growth Enhanced Idx Fund (FLGEX)

 

Fidelity Large Cap Growth Enhanced Idx Fund (FLGEX) Related ResourcesSee more information on Fidelity Large Cap Growth Enhanced Idx (FLGEX) Fund

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