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Fidelity® Small Cap Enhanced Index Fund (FCPEX)

13.94
Net Asset Value
+0.58%
1 Day
-2.04%
Year-to-Date
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
0.68%
Expense Ratio
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.

Performance

1 month-5.00% 3 years+6.70%
3 months-3.20% 5 years+12.81%
1 year+21.31% Since inception+8.74%
Data through --

Peer Comparisonvs. Small blend

 FCPEXCategory
Performance 5-yr return+12.81%+13.52%
Expense ratio0.68%1.22%
Risk 5 year sharpe ratio0.990.88
Net assets$1.2B$995.0M
Average market cap$1.6B$3.0B
Average P/E16.522.3
Portfolio turnover87%87%

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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

Holdings

U.S. stock92.84%
Cash5.62%
International stock1.25%
Fixed income0.28%
Other0.01%
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
-- 5.56%
AMD Advanced Micro Devices Inc0.81%
UMPQ Umpqua Holdings Corp0.64%
WTFC Wintrust Financial Corp0.64%
FNSR Finisar Corp0.63%
MKSI MKS Instruments Inc0.62%
FULT Fulton Financial Corp0.61%
TEN Tenneco Inc0.61%
SHO Sunstone Hotel Investors Inc0.61%
SNX SYNNEX Corp0.60%