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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
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+1.85% 3 years+8.61%
3 months+11.41% 5 years+15.15%
1 year+8.25% Since inception+7.56%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+15.15%+7.62%
Expense ratio0.68%1.23%
Risk 5 year sharpe ratio0.760.64
Net assets$603.5M$852.5M
Average market cap$1.6B$2.8B
Average P/E14.922.5
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


U.S. stock96.86%
International stock1.62%
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
-- 2.09%
LSI Life Storage Inc0.71%
IDTI Integrated Device Technology Inc0.69%
SNX SYNNEX Corp0.69%
DLX Deluxe Corp0.68%
TEN Tenneco Inc0.68%
TECD Tech Data Corp0.67%
MOH Molina Healthcare Inc0.67%
WCG WellCare Health Plans Inc0.67%
RLJ RLJ Lodging Trust0.67%

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