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Fidelity® Small Cap Enhanced Index Fund (FCPEX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund normally invests at least 80% of assets in common stocks included in the Russell 2000  Index, which is a market capitalization-weighted index designed to measure the performance of the small-cap segment of the U.S. equity market.


1 month+5.62% 3 years+12.28%
3 months+3.24% 5 years+14.50%
1 year+21.35% Since inception+8.58%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+14.50%+12.83%
Expense ratio0.64%1.20%
Risk 5 year sharpe ratio0.990.96
Net assets$850.8M$1.0B
Average market cap$1.8B$3.3B
Average P/E16.721.5
Portfolio turnover76%76%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenurePatrick Waddell / 9 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock97.78%
International stock1.56%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Financial service 17.54%
Industrial materials 14.38%
Consumer goods 13.36%
Hardware 11.51%
Business service 9.67%
Top 10 Holdings
Portfolio weighting
CC Chemours Co0.89%
AZPN Aspen Technology Inc0.81%
MKSI MKS Instruments Inc0.79%
CRUS Cirrus Logic Inc0.77%
MASI Masimo Corp0.73%
TECD Tech Data Corp0.73%
CHE Chemed Corp0.73%
UMPQ Umpqua Holdings Corp0.72%
SNX SYNNEX Corp0.70%
ODP Office Depot Inc0.70%