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Fidelity® Small Cap Enhanced Index Fund (FCPEX)

13.69
Net Asset Value
+0.07%
1 Day
+17.41%
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+14.75% 3 years+7.79%
3 months+7.54% 5 years+15.09%
1 year+11.46% Since inception+7.04%
Data through --

Peer Comparisonvs. Small blend

 FCPEXCategory
Performance 5-yr return+15.09%+14.53%
Expense ratio0.68%1.23%
Risk 5 year sharpe ratio0.930.82
Net assets$783.3M$836.3M
Average market cap$1.5B$2.7B
Average P/E15.021.1
Portfolio turnover87%87%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenurePatrick Waddell / 8 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock95.12%
Cash3.34%
International stock1.52%
Other0.01%
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
-- 3.48%
DLX Deluxe Corp0.68%
SNX SYNNEX Corp0.67%
AEO American Eagle Outfitters Inc0.66%
TEN Tenneco Inc0.64%
MASI Masimo Corp0.64%
MKSI MKS Instruments Inc0.64%
UMPQ Umpqua Holdings Corp0.63%
CW Curtiss-Wright Corp0.62%
DAN Dana Inc0.62%