Patrick Waddell - Fidelity Large Fund Manager since April 19, 2007

FLVEX
 Fund
  

USD 13.73  0.38  2.85%   

  Money Manager
Waddell was a Portfolio Manager with Geode since July 2006. Previously he was an Assistant Portfolio Manager with Geode since 2004. In addition to his portfolio management responsibilities Waddell is responsible for quantitative research and new product development. Prior to joining Geode he was employed by Fidelity in 1997 and served as a Senior Portfolio Assistant from 2002 to 2004.
  Money Manager Since 2007      
800-544-8544  

Fidelity Large Management Performance (%)

The fund normally invests at least 80 percent of assets in common stocks included in the Russell 1000 Value Index, which is a market capitalization-weighted index designed to measure the performance of the large-cap value segment of the U.S. equity market. Fidelity Large is traded on NASDAQ Exchange in the United States. The fund is listed under Large Value category and is part of Fidelity Investments family.

Fidelity Large Cap Management Team

Elected by the shareholders, the Fidelity Large's board of directors comprises two types of representatives: Fidelity Large inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Fidelity. The board's role is to monitor Fidelity Large's management team and ensure that shareholders' interests are well served. Fidelity Large's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Fidelity Large's outside directors are responsible for providing unbiased perspectives on the board's policies.
Patrick Waddell, Fund Manager since April 19, 2007
Maximilian Kaufmann, Fund Manager
Louis Bottari, Fund Manager

Fidelity Fund Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Fidelity Large a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Fidelity Large without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Equity Valuation Now

   

Equity Valuation

Check real value of public entities based on technical and fundamental data
All  Next Launch Module

Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Fidelity Large Cap using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

Build Optimal Portfolios

Align your risk with return expectations

Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Please check Investing Opportunities. Note that the Fidelity Large Cap information on this page should be used as a complementary analysis to other Fidelity Large's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Technical Analysis module to check basic technical indicators and analysis based on most latest market data.

Complementary Tools for Fidelity Mutual Fund analysis

When running Fidelity Large Cap price analysis, check to measure Fidelity Large's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Fidelity Large is operating at the current time. Most of Fidelity Large's value examination focuses on studying past and present price action to predict the probability of Fidelity Large's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Fidelity Large's price. Additionally, you may evaluate how the addition of Fidelity Large to your portfolios can decrease your overall portfolio volatility.
Content Syndication
Quickly integrate customizable finance content to your own investment portal
Go
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities
Go
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Go
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Go
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
Go
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Go
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Go
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Go
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Go
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Go
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Go
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
Go
Please note, there is a significant difference between Fidelity Large's value and its price as these two are different measures arrived at by different means. Investors typically determine Fidelity Large value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Large's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.