Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.28% 0.05% 5.649M --
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0% -- -- Upgrade

Basic Info

Investment Strategy
The investment seeks current income while maintaining prospects for capital appreciation. Normally investing at least 80% of assets in equity securities. Investing in equity securities of companies with market capitalizations generally similar to companies in the S&P 500® Index or Russell 1000 Index. Generally using 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 S&P 500® Index.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class Nontraditional Equity
Broad Category Equity
Category Name Derivative Income
Category Index --
Global Category Name Equity Miscellaneous
YCharts Categorization Other
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth and Income
Fund Owner Firm Name Fidelity Investments
Prospectus Benchmark Index
S&P 500 TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Anna Lester 0.06 yrs
Eric Granat 0.06 yrs
George Liu 0.06 yrs
Mitch Livstone 0.06 yrs
Shashi Naik 0.06 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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--
--
--
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 14, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
--
--
--
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
10.56%
--
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--
--
18.28%
-26.28%
38.71%
7.39%
--
--
--
--
23.83%
-15.48%
18.15%
8.03%
--
--
--
--
--
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18.13%
7.31%
As of May 14, 2024.

Asset Allocation

As of May 13, 2024.
Type % Net % Long % Short
Cash 2.18% Upgrade Upgrade
Stock 97.74% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.07% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks current income while maintaining prospects for capital appreciation. Normally investing at least 80% of assets in equity securities. Investing in equity securities of companies with market capitalizations generally similar to companies in the S&P 500® Index or Russell 1000 Index. Generally using 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 S&P 500® Index.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class Nontraditional Equity
Broad Category Equity
Category Name Derivative Income
Category Index --
Global Category Name Equity Miscellaneous
YCharts Categorization Other
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth and Income
Fund Owner Firm Name Fidelity Investments
Prospectus Benchmark Index
S&P 500 TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Anna Lester 0.06 yrs
Eric Granat 0.06 yrs
George Liu 0.06 yrs
Mitch Livstone 0.06 yrs
Shashi Naik 0.06 yrs

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