Registry rank 274 · Portfolio as of 2026-03-31
Fidelity Series Large Cap Stock Fund
FGLGX
Filed fees in dollars
Assumptions for each dollar figure: $100,000 starting amount · 5.0% annual return · annual compounding · fees deducted annually · 0.00% computed index-control baseline. Methodology.
| Share class and filing | 10 years | 20 years | 30 years |
|---|---|---|---|
| FGLGX0.00% · SEC expense filing · as of 2025-08-31 | $0 | $0 | $0 |
These figures are illustrations, not predictions or personalized advice. Returns and fees can differ. Read the research disclaimer.
Change the illustration
Assumptions for the dollar figures below: $100,000 starting amount; 5.0% annual return; 20 years; annual compounding; fees deducted annually; 0.00% computed index-control baseline. FGLGX SEC expense filing, as of 2025-08-31. Methodology.
| Result | Amount |
|---|---|
| Ending value at baseline | $265,330 |
| Ending value at filed expense ratio | $265,330 |
| Difference attributed to fee drag | $0 |
This is an illustration, not a prediction or personalized advice. Returns and fees can differ. Read the research disclaimer.
Largest active differences vs IVV
The bars are labeled and repeated in the table; color is not the only signal. Linked company names open Buy Like Buffett’s company record; Sensible Investor does not score stocks.
| Holding | Fund | IVV | Difference |
|---|---|---|---|
| Boeing Co. (The) | 4.73% | 0.28% | +4.45% |
| Wells Fargo & Co. | 4.33% | 0.44% | +3.89% |
| GE Vernova, Inc. | 4.04% | 0.42% | +3.62% |
| GE Aerospace | 4.08% | 0.53% | +3.54% |
| Apple, Inc. | 3.18% | 6.67% | -3.49% |
| Exxon Mobil Corp. | 4.65% | 1.27% | +3.38% |
| SHELL PLC | 2.57% | 0.00% | +2.57% |
| IMPERIAL OIL LTD | 2.12% | 0.00% | +2.12% |
| Bank of America Corp. | 2.54% | 0.58% | +1.96% |
| Tesla, Inc. | 0.00% | 1.87% | -1.87% |
Source and verification
SEC N-PORT filing · filed 2026-05-26 · period 2026-03-31
SEC expense filing · period 2025-08-31