Fidelity Large Cap Funds Summary Page

for period ending May 31, 2025

More ways to view this list of Fidelity funds:
by Category: Balanced, Digital Assets, High Yield, Infl Protected, Intermed Term, International, Large Cap, Long Term, Mid Cap, Mortg Backed, Multi Cap, Multisector, Regions, Sectors, Short Term, Small Cap, Small-Mid Cap, Target Date, Target Risk, Tax Exempt, Thematic

In the scatterplots below the dots nearest the top left indicate the best risk vs. return combination. Select any dot to see its ticker symbol or id. Click any dot to see details. Use the table below to compare performance of all the Fidelity funds.
Sort any column by clicking the heading in the gray row. Click any Fidelity fund name below for full details.

Maximum Drawdown vs. Annual Return
Fidelity Funds: Large Cap S&P 500 (SPY) U.S. Bonds (BND) Balanced (60% Equity / 40% Bonds)
  Total Return, annualized % Max DrawDown
Fidelity Fund Name ID Peer Group 1 month YTD 1 year 3 year 5 year 10 year 15 year 20 year 15 year 20 year
U.S. Total Bond Market BND Benchmark -0.7% 2.5% 5.4% * * * * * * *
S&P 500 SPY Benchmark 6.3% 0.9% 13.2% * * * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark 3.5% 1.3% 10.0% * * * * * * *
Blue Chip Growth ETF FBCG U.S. Equity 10.7% -3.5% 11.7% * * * * * * *
Blue Chip Value ETF FBCV U.S. Equity 3.2% 2.2% 7.0% * * * * * * *
Dynamic Buffered Equity ETF FBUF U.S. Equity 3.1% -0.3% 9.5% * * * * * * *
Intl Multifactor ETF FDEV Global Equity 3.9% 17.9% 18.1% * * * * * * *
Dividend ETF for Rising Rates FDRR U.S. Equity 5.8% 0.9% 11.4% * * * * * * *
High Dividend ETF FDVV U.S. Equity 4.7% 1.4% 10.7% * * * * * * *
Enhanced Lrg Cap Core ETF FELC U.S. Equity 6.3% 0.3% 12.8% * * * * * * *
Enhanced Lrg Cap Growth ETF FELG U.S. Equity 8.9% -1.3% 16.1% * * * * * * *
Enhanced Lrg Cap Value ETF FELV U.S. Equity 3.3% 1.7% 9.2% * * * * * * *
Enhanced Intl ETF FENI Global Equity 5.4% 19.1% 14.6% * * * * * * *
Developed Int. ETF FFDI Global Equity 5.1% 19.5%   * * * * * * *
Global ex-U.S. ETF FFGX Global Equity 5.0% 14.7%   * * * * * * *
Large Cap Core ETF FFLC U.S. Equity 7.4% 1.1% 10.2% * * * * * * *
Large Cap Growth ETF FFLG U.S. Equity 10.2% -1.7% 10.4% * * * * * * *
Large Cap Value ETF FFLV U.S. Equity 2.6% 1.0% 5.1% * * * * * * *
Intl High Dividend ETF FIDI Global Equity 3.5% 20.7% 13.7% * * * * * * *
Intl Value Factor ETF FIVA Global Equity 5.0% 20.6% 13.7% * * * * * * *
Magellan ETF FMAG U.S. Equity 9.2% 5.4% 16.1% * * * * * * *
Nasdaq Composite Index ETF ONEQ U.S. Equity 9.6% -1.0% 14.9% * * * * * * *
Blue Chip Value FBCVX U.S. Equity 1.1% -0.7% -4.5% * * * * * * *
Blue Chip Growth FBGRX U.S. Equity 10.2% -3.6% 11.2% * * * * * * *
Contrafund FCNTX U.S. Equity 8.3% 4.7% 18.4% * * * * * * *
Capital Appreciation FDCAX U.S. Equity 7.5% 1.4% -5.4% * * * * * * *
Dividend Growth FDGFX U.S. Equity 8.2% 2.3% 7.9% * * * * * * *
Growth Company FDGRX U.S. Equity 10.0% -3.1% 3.4% * * * * * * *
Diversified Intl FDIVX Global Equity 5.1% 15.2% 8.4% * * * * * * *
Growth Discovery FDSVX U.S. Equity 8.7% 0.1% 7.7% * * * * * * *
Enduring Opportunities FEOPX Global Equity 5.9% 4.0% 9.6% * * * * * * *
Equity-Income FEQIX U.S. Equity 3.7% 5.0% 5.8% * * * * * * *
Equity Dividend Income FEQTX U.S. Equity 2.7% 6.0% 4.8% * * * * * * *
Fidelity Fund FFIDX U.S. Equity 7.8% -0.1% 9.2% * * * * * * *
Global Equity Income FGILX Global Equity 5.3% 11.7% 16.4% * * * * * * *
Growth & Income FGRIX U.S. Equity 6.5% 5.9% 12.5% * * * * * * *
Mega-Cap Stock FGRTX U.S. Equity 8.4% 5.4% 14.4% * * * * * * *
Founders Fund FIFNX U.S. Equity 8.7% 1.5% 14.9% * * * * * * *
Intl Growth FIGFX Global Equity 4.6% 9.8% 6.6% * * * * * * *
Intl Discovery FIGRX Global Equity 5.8% 15.1% 10.5% * * * * * * *
Int Capital Appreciation FIVFX Global Equity 6.6% 14.3% 10.8% * * * * * * *
Intl Value FIVLX Global Equity 5.4% 24.2% 15.2% * * * * * * *
Lrg Cap Value Index FLCOX U.S. Equity 3.5% 2.5% 7.2% * * * * * * *
Lrg-Cap Stock FLCSX U.S. Equity 8.6% 9.5% 18.6% * * * * * * *
Magellan Fund FMAGX U.S. Equity 8.8% 5.2% 15.6% * * * * * * *
New Millennium FMILX U.S. Equity 7.3% 0.9% 7.8% * * * * * * *
Nasdaq Composite Index FNCMX U.S. Equity 9.7% 3.8% 19.5% * * * * * * *
ZERO Lrg Cap Index FNILX U.S. Equity 6.5% 1.1% 12.9% * * * * * * *
Overseas Fund FOSFX Global Equity 5.1% 19.9% 15.2% * * * * * * *
Global ex US Index FSGGX Global Equity 4.6% 14.6% 10.3% * * * * * * *
Stock Sel Lrg-Cap Value FSLVX U.S. Equity 4.3% 2.6% 2.5% * * * * * * *
Lrg Cap Growth Index FSPGX U.S. Equity 8.9% -0.2% 17.2% * * * * * * *
Intl Index Fund FSPSX Global Equity 4.7% 17.7% 10.0% * * * * * * *
Total Intl Equity FTIEX Global Equity 4.8% 14.5% 11.2% * * * * * * *
Focused Stock FTQGX U.S. Equity 7.8% -7.1% -8.4% * * * * * * *
Trend Fund FTRNX U.S. Equity 12.0% -0.0% 2.6% * * * * * * *
Value Discovery FVDFX U.S. Equity 3.1% 2.8% 4.9% * * * * * * *
Worldwide Fund FWWFX Global Equity 7.0% -1.6% -8.6% * * * * * * *
500 Index Fund FXAIX U.S. Equity 6.3% 1.1% 13.1% * * * * * * *
ZERO Intl Index FZILX Global Equity 4.8% 14.8% 10.5% * * * * * * *