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FELCFidelity Enhanced Large Cap Core ETF

Grow my money19y track recordRanked #106 of 2,999 in this goal

Seeks capital appreciation.

By Fidelity Investments · Launched 2007

Annual Cost

0.18%

#763 of 5,861 · low cost

Fund Size

$7.9B

#338 of 5,861 · large

Return (1Y)Goal

+22.4%

Track Record

19 years

#456 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,275+22.8%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Active selection

Index tracked

S&P 500 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 38.6% of fundwell diversified

NVIDIA CORP
8.0%
APPLE INC
7.1%
MICROSOFT CORP
4.7%
AMAZON.COM INC
4.0%
ALPHABET INC
3.1%
BROADCOM INC
3.1%
META PLATFORMS INC
2.6%
ALPHABET INC
2.3%
BERKSHIRE HATHAWAY INC DEL
2.1%
JPMORGAN CHASE and CO
1.7%

Asset allocation

Stocks
97.6%
Cash
1.6%
Other
0.8%

By sector

Technology
40.7%
Financial Services
12.6%
Communication
10.8%
Industrials
10.1%
Consumer Cyclical
9.1%
Healthcare
8.5%
Energy
2.6%
Consumer Defensive
2.4%
Other
3.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
12.9%Moderate

Year-on-year price swings

Max drawdown
-18.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks capital appreciation.
Strategy
Normally invests at least 80% of assets in common stocks included in the S&P 500® Index, a market capitalization-weighted index representing U.S. equity performance. Utilizes a research-driven approach focusing on long-term drivers of stock returns, including valuation, growth, and quality.
Inception date
April 19, 2007
Fund family
Fidelity Investments

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Data updated on 2026-08-04