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 of companies with small market capitalizations. It generally uses computer-aided, quantitative analysis of historical valuation, growth, profitability, and other factors to select a broadly diversified group of stocks that may have the potential to provide a higher total return than that of the Russell 2000  Index. The fund invests in domestic and foreign issuers.


1 month-0.53% 3 years+19.22%
3 months-0.99% 5 years+19.15%
1 year+8.67% Since inception+8.96%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+19.15%+13.72%
Expense ratio0.68%1.26%
Risk 5 year sharpe ratio1.000.88
Net assets$544.6M$913.2M
Average market cap$1.6B$2.8B
Average P/E17.320.8
Portfolio turnover99%99%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenurePatrick Waddell / 7 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock94.91%
International stock0.88%
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
-- 4.97%
QRVO Qorvo Inc0.99%
JBLU JetBlue Airways Corp0.70%
JACK Jack in the Box Inc0.69%
CBRL Cracker Barrel Old Country Store Inc0.67%
CYBX Cyberonics Inc0.66%
DLX Deluxe Corp0.66%
AZPN Aspen Technology Inc0.65%
TEN Tenneco Inc0.65%
DAN Dana Holding Corp0.65%

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