Mutual Fund Insights: Fidelity 130/30 Large Cap Fund (FOTTX)

In-depth Analysis of Fidelity 130/30 Large Cap Fund (FOTTX)

3 months 6 months 1 year 3 year 5 year

See Fidelity 130/30 Large Cap Fund (FOTTX) performance details as of January 31, 2010

  

Last Trade: $6.81 on 3/19/2010, Change: -0.08 (-1.16%)

Experiment our closing price forecasting tool for Fidelity 130/30 Large Cap Fund (FOTTX) (alpha release)

  

Fund Manager - Keith Quinton

Fund Manager Tenure: 2.0 years   [Similar Funds: FOATX  FOBTX  FOCTX  FORTX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Quinton joined Fidelity Investments as a portfolio manager in May 2001. Previously, he was a quantitative analyst for MFS Investment Management. From 1997 to 2000, Mr. Quinton was a vice president and senior quantitative analyst for Santander Global Advisors.  Get more insights on Keith Quinton

  

 What we like about Fidelity 130/30 Large Cap Fund (FOTTX)

Data for Fidelity 130/30 Large Cap Fund (FOTTX) as of January 31, 2010

• Fidelity 130/30 Large Cap Fund (FOTTX) ratio of up-years vs down years is greater than 2

  

 What we are cautious about Fidelity 130/30 Large Cap Fund (FOTTX)

Data for Fidelity 130/30 Large Cap Fund (FOTTX) as of January 31, 2010

• Fidelity 130/30 Large Cap Fund (FOTTX) management has been with Fidelity 130/30 Large Cap Fund for only 2.0 years, it is hard to judge manager's ability based on this fund's operation record
• Fidelity 130/30 Large Cap Fund is a focused fund with 33.94% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Fidelity 130/30 Large Cap Fund (FOTTX) has a less-than-ideal short-term performance (1-year return 4.11% vs 34.15% Large Blend category average)
• Fidelity 130/30 Large Cap Fund (FOTTX) has an annual stock turnover rate of 329.00% that is higher than the Large Blend average of 80.36%. This could mean Fidelity 130/30 Large Cap is more nimble, but also signal potential high tax impact and high trading fees
• Fidelity 130/30 Large Cap Fund (FOTTX) has a higher management fee of 1.32% than its Large Blend average of 1.10%
• Fidelity 130/30 Large Cap Fund (FOTTX) carries a 5% load

See Fidelity 130/30 Large Cap Fund (FOTTX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Large Blend category?

Below are some additional Large Blend mutual funds generated out of our database

• AIM Charter A (CHTRX)    [ Compare with Fidelity 130/30 Large Cap Fund (FOTTX) ]
• American Funds Fundamental Invs 529F (CFNFX)    [ Compare with Fidelity 130/30 Large Cap Fund (FOTTX) ]
• BBH Core Select N (BBTEX)    [ Compare with Fidelity 130/30 Large Cap Fund (FOTTX) ]
• See top fund managers for Large Blend Category Funds
• Browse other funds in Large Blend Category

  

Fidelity 130/30 Large Cap Fund (FOTTX) Net Asset

Track net asset change of Fidelity 130/30 Large Cap fund (FOTTX)

Date	Net Asset
01/2010	$19.78M
11/2009	$21.90M
10/2009	$21.10M

More historic net asset information on Fidelity 130/30 Large Cap Fund (FOTTX)

  

Fidelity 130/30 Large Cap Fund (FOTTX) Portfolio Allocation

Track portfolio allocation change of Fidelity 130/30 Large Cap fund (FOTTX)

Date	Cash	Stock	Bond	Other
11/2009	0%	100%	0%	0%
08/2009	0.41%	99.58%	0%	0%
05/2009	0.22%	99.78%	0%	0%

Click here to see more historic asset allocation information on Fidelity 130/30 Large Cap Fund (FOTTX)

  

Most Recent Top 10 Holdings in Fidelity 130/30 Large Cap Fund (FOTTX)

Discover what Fidelity 130/30 Large Cap Fund (FOTTX) manager is buying

30-Nov-09 BK OF AMERICA CP [4.41%] HEWLETT PACKARD CO [4.23%] CHEVRON CORP [3.95%] AMER EXPRESS INC [3.85%] MARATHON OIL CORP [3.16%] JP MORGAN CHASE CO [3.13%] NOBLE CORP (NEW) [2.89%] Anheuser-Busch InBev SA [2.82%] TYCO INTL LTD SWZ [2.82%] HUMANA INC [2.68%]

31-Aug-09 CHEVRON CORP [4.31%] HEWLETT PACKARD CO [3.26%] THE TRAVELERS CO [3.2%] WESTERN DIGITAL CP [3.17%] JP MORGAN CHASE CO [3.12%] TYCO INTL LTD SWZ [2.91%] MARATHON OIL CORP [2.9%] Tellabs, Inc. [2.87%] COCA COLA ENTRPR INC [2.48%] AMERISOURCEBERGEN CP [2.42%]

31-May-09 PFIZER [4.26%] JPMORGAN CHASE [4.14%] CONOCO PHILLIPS [3.9%] HEWLETT-PACKARD [3.8%] JOHNSON AND JOHNS DC [3.71%] THE TRAVELERS COS [3.3%] MARATHON OIL CORP [3.18%] ALTRIA GROUP [3.13%] WESTERN DIGITAL [3.1%] EXXON MOBIL [2.77%]

Click here for Stock Holding Change Map in Fidelity 130/30 Large Cap Fund (FOTTX)

  

Related books and products to Fidelity 130/30 Large Cap Fund (FOTTX)

  

Latest News on Fidelity 130/30 Large Cap (FOTTX)

See what is happening with Fidelity 130/30 Large Cap Fund (FOTTX)

Direxion Launches Leveraged Real Estate ETFs (ETFguide.com) See more news on Fidelity 130/30 Large Cap Fund (FOTTX)

 

Books and Resources

 

 

See more information on Fidelity 130/30 Large Cap Fund (FOTTX)

• Fidelity 130/30 Large Cap Fund Insights
• Fidelity 130/30 Large Cap Fund Performance Data
• Fidelity 130/30 Large Cap Fund News
• Fidelity 130/30 Large Cap Fund Score Explaination
• Fidelity 130/30 Large Cap Fund Manager Information
• Historic Fidelity 130/30 Large Cap Fund Asset Allocation Report
• Historic Fidelity 130/30 Large Cap Fund Top 10 Holding Tracking
• Historic Fidelity 130/30 Large Cap Fund Asset Under Management Tracking