Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.18% 0.02% 7.980M 2332.57
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.99% 101.0% 4.501M Upgrade

Basic Info

Investment Strategy
The Fund seeks capital appreciation. The Adviser invests its assets in US equity securities. Investing assets across market cap ranges in large, mid, and small cap stocks. Utilizing a research-driven approach identifying long-term drivers of stock returns that may include, valuation, growth, quality, and other factors.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Core Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Fidelity Investments
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
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17.64%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.82%
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26.79%
24.50%
18.64%
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27.82%
13.86%
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12.90%
As of December 09, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.18%
Stock 98.61%
Bond 1.18%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Basic Info

Investment Strategy
The Fund seeks capital appreciation. The Adviser invests its assets in US equity securities. Investing assets across market cap ranges in large, mid, and small cap stocks. Utilizing a research-driven approach identifying long-term drivers of stock returns that may include, valuation, growth, quality, and other factors.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Core Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Fidelity Investments
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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