Review the investment information for the Fidelity Large Cap Stock Fund
(FLCSX) at
http://fundresearch.fidelity.
Write a four to five (4-5) page paper in which you:
1. Assess the year-to-date performance of the FLCSX fund, including the
key drivers of the fund performance, and how the performance of the fund
compares to the S&P 500.
2. Evaluate the volatility risks in the fund, providing an assessment of
the fund manager’s performance based on the risk measurements for the
fund. Make a recommendation to the fund manager for improving the
performance. Provide a rationale for your recommendation.
3. Compare your assessment of the fund performance to the Morningstar
rating for the fund, indicating your agreement or disagreement with the
rating. Provide support for your position.
4. Assess the top 10 holdings in the fund, indicating the level of
diversification in the fund. Identify a company that may impose increased
risk and any changes that you would recommend in the fund composition to
improve the fund performance. Provide support for your rationale.