FLVEX : Fidelity® Large Cap Value Enhanced Index Fund

FLVEX is a US Stocks Market Large Value index fund with LOW fees.

FLVEX

Fidelity® Large Cap Value Enhanced Index Fund

FI Score

77 /100

Expense Ratio Rating

9 /10

Expense Rating

6 /10

Market Score

8 /10

Category Score

8 /10

Market Size

8 /10

77% FI Score
  • flvex
  • Mutual Fund
  • US Stocks
  • Large Value

Fidelity® Large Cap Value Enhanced Index Fund

Expenses: 0.39% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why »

Fund Summary

The investment seeks capital appreciation. The fund normally invests at least 80% of assets in common stocks included in the Russell 1000® Value Index, which is a market capitalization-weighted index designed to measure the performance of the large-cap value segment of the U.S. equity market. It invests in domestic and foreign issuers.

Largest Holdings

Amount Holding
3.43% Berkshire Hathaway Inc Class B
3.13% Johnson & Johnson
2.80% JPMorgan Chase & Co
2.69% Procter & Gamble Co
2.59% Intel Corp
2.40% Verizon Communications Inc
2.24% AT&T Inc
1.82% Chevron Corp
1.81% Walmart Inc
1.75% Exxon Mobil Corp
1.66% Bank of America Corp
1.54% Medtronic PLC
1.47% The Walt Disney Co
1.34% Citigroup Inc
1.25% Abbott Laboratories
1.24% Philip Morris International Inc
1.21% Pfizer Inc
1.19% E-mini S&P 500 Future June 20
1.16% Comcast Corp Class A
1.06% Wells Fargo & Co
0.97% McDonald's Corp
0.91% Newmont Corp
0.80% Dominion Energy Inc
0.79% Bristol-Myers Squibb Company
0.79% Danaher Corp

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo