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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 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+3.26% 3 years+9.42%
3 months+11.95% 5 years+8.89%
1 year-7.99% Since inception+6.96%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+8.89%+6.74%
Expense ratio0.68%1.24%
Risk 5 year sharpe ratio0.620.48
Net assets$565.7M$786.3M
Average market cap$1.6B$2.7B
Average P/E15.219.5
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. stock95.13%
International stock1.38%
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
-- 3.62%
IDTI Integrated Device Technology Inc0.73%
BERY Berry Plastics Group Inc0.73%
AZPN Aspen Technology Inc0.69%
PVTB PrivateBancorp Inc0.67%
SSS Sovran Self Storage Inc0.66%
WNR Western Refining Inc0.66%
TEN Tenneco Inc0.65%
FULT Fulton Financial Corp0.64%
CRUS Cirrus Logic Inc0.63%

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