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Fidelity Investments

Boston, MA 02109

82 Devonshire Street

Fidelity Concord Street Trust

Management information
,Lead manager since 28 February 2023
Forrest St. Clair is a portfolio manager for Fidelity Investments. He joined Fidelity in 1998 as an equity research associate, covering the industrials, restaurant, food packaging and specialty retail sectors. Mr. St.Clair left Fidelity in 2005 to co-found Skystone Capital Management, and subsequently returned to Fidelity as a U.S. small cap portfolio manager in 2008. He received a BA in biology from Williams College in 1998.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategorySmall Blend
Fund familyFidelity Investments
Net assetsN/A
YTD returnN/A
YieldN/A
Morningstar rating★★★★
Inception date6 Nov 2013

Fund operations

Last dividend0.04
Last cap gain10.00
Holdings turnover50.00%
Average for categoryN/A

Fees and expenses

ExpenseFJACXCategory average
Annual report expense ratio (net)0.00%1.03%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.19%
Max deferred sales loadN/A1.22%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A