FFLCFidelity Fundamental Large Cap Core ETF

Grow my moneyRanked #2,861 of 3,055 in this goal

Seeks long-term growth of capital.

Annual Cost

—

Fund Size

—

Return (1Y)

+15.8%

Track Record

—

Performance

Total-return NAV · USD

Growth of $10,000

$11,517+15.2%

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

Multifactor

Holdings

By weight

Concentration

Top 10 holdings = 40.3% of fundmoderately concentrated

NVIDIA CORP

8.4%

ALPHABET INC

7.8%

AMAZON.COM INC

5.4%

APPLE INC

3.5%

META PLATFORMS INC

3.3%

MICROSOFT CORP

3.2%

BROADCOM INC

2.5%

WESTERN DIGITAL CORP

2.1%

BOEING CO

2.1%

EXXON MOBIL CORP

2.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

13.8%Moderate

Year-on-year price swings

Max drawdown

-19.7%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

1.08Strong risk-adjusted returns

Sortino (3Y)

1.57Good downside protection

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks long-term growth of capital.
Strategy: Invests primarily in equity securities of large market capitalization companies, including both growth and value stocks, with at least 80% of assets in these securities. The Adviser uses fundamental analysis and quantitative processes to select investments, focusing on high-conviction securities from domestic and foreign issuers.