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FMILFidelity Fundamental Large Cap Core ETF

Grow my money6y track record

Seeks long-term growth of capital.

By Fidelity Investments · Launched 2020

Annual Cost

0.38%

#1,849 of 5,822 · low cost

Fund Size

$985M

#1,162 of 5,822 · large

Return (1Y)Goal

+27.4%

Track Record

6 years

#2,300 of 5,822 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,602+26.0%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Index tracked

Russell 1000 Index

What it actually holds

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%

Asset allocation

Stocks
98.9%
Cash
1.2%

By sector

Technology
28.1%
Financial Services
14.4%
Communication
12.5%
Industrials
11.5%
Consumer Cyclical
10.1%
Healthcare
8.7%
Energy
5.0%
Consumer Defensive
4.4%
Other
5.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.1%Moderate

Year-on-year price swings

Max drawdown
-19.7%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
1.25Strong risk-adjusted returns
Sortino (3Y)
1.84Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks long-term growth of capital.
Strategy
Invests primarily in equity securities of large-cap companies, defined as those similar to the Russell 1000® or S&P 500® Index. Uses fundamental analysis and quantitative processes to select securities.
Inception date
June 2, 2020
Fund family
Fidelity Investments

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Data updated on 2026-05-18