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Fidelity® Small Cap Enhanced Index Fund (FCPEX)

14.05
Net Asset Value
-1.06%
1 Day
-1.26%
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+2.75% 3 years+10.21%
3 months+1.38% 5 years+13.63%
1 year+24.27% Since inception+8.61%
Data through --

Peer Comparisonvs. Small blend

 FCPEXCategory
Performance 5-yr return+13.63%+11.30%
Expense ratio0.68%1.21%
Risk 5 year sharpe ratio0.940.85
Net assets$1.2B$987.2M
Average market cap$1.6B$3.1B
Average P/E16.521.2
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%