FELGFidelity Enhanced Large Cap Growth ETF

Grow my money19y track recordRanked #129 of 3,055 in this goal

Seeks capital appreciation.

By Fidelity Investments · Launched 2007

Annual Cost

0.18%

#794 of 6,040 · low cost

Fund Size

$5.7B

#434 of 6,040 · large

Return (1Y)

+9.0%

Track Record

19 years

#463 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$10,951+9.5%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

Factor

Growth

Index tracked

Russell 1000 Growth Index

Holdings

By weight

Concentration

Top 10 holdings = 60.5% of fundconcentrated

NVIDIA CORP

13.3%

APPLE INC

12.0%

MICROSOFT CORP

8.2%

BROADCOM INC

5.2%

AMAZON.COM INC

4.2%

META PLATFORMS INC

3.9%

TESLA INC

3.8%

ALPHABET INC

3.6%

ALPHABET INC

3.2%

ELI LILLY and CO

2.9%

Asset allocation

Stocks

98.5%

Cash

2.6%

By sector

Technology

58.2%

Communication

14.8%

Industrials

8.8%

Consumer Cyclical

6.4%

Healthcare

5.8%

Financial Services

4.7%

Consumer Defensive

0.7%

Energy

0.3%

Other

0.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

17.6%Moderate

Year-on-year price swings

Max drawdown

-23.9%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 Russell 1000® Growth Index, targeting the large-cap growth segment of the U.S. equity market. Utilizes a research-driven approach focusing on valuation, growth, quality, and other factors to select a diversified group of stocks with potential for higher total returns than the index.
Inception date: April 19, 2007
Fund family: Fidelity Investments