Fidelity Capital Appreciation Fund - Class K
FCAKX
NASDAQ
| Weiss Ratings | FCAKX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | FCAKX-NASDAQ | Click to Compare |
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| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | Zachary Turner (1) | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FCAKX-NASDAQ | Click to Compare |
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| Fund Name | Fidelity Capital Appreciation Fund - Class K | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Aggressive Growth | |||
| Inception Date | May 09, 2008 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FCAKX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.62% | |||
| Dividend | FCAKX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.25% | |||
| Asset Allocation | FCAKX-NASDAQ | Click to Compare |
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| Cash | 0.11% | |||
| Stock | 98.23% | |||
| U.S. Stock | 85.17% | |||
| Non-U.S. Stock | 13.06% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 1.66% | |||
| Price History | FCAKX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.60% | |||
| 30-Day Total Return | -4.32% | |||
| 60-Day Total Return | -3.40% | |||
| 90-Day Total Return | 1.64% | |||
| Year to Date Total Return | 14.79% | |||
| 1-Year Total Return | 18.19% | |||
| 2-Year Total Return | 36.09% | |||
| 3-Year Total Return | 96.13% | |||
| 5-Year Total Return | 79.67% | |||
| Price | FCAKX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | FCAKX-NASDAQ | Click to Compare |
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| Nav | $53.29 | |||
| 1-Month Low NAV | $53.26 | |||
| 1-Month High NAV | $55.44 | |||
| 52-Week Low NAV | $43.67 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $55.75 | |||
| 52-Week High Price (Date) | Aug 27, 2026 | |||
| Beta / Standard Deviation | FCAKX-NASDAQ | Click to Compare |
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| Beta | 1.15 | |||
| Standard Deviation | 14.55 | |||
| Balance Sheet | FCAKX-NASDAQ | Click to Compare |
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| Total Assets | 7.88B | |||
| Operating Ratios | FCAKX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.58% | |||
| Turnover Ratio | 84.00% | |||
| Performance | FCAKX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 29.49% | |||
| Last Bear Market Total Return | -16.89% | |||