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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-0.24% 3 years+5.51%
3 months+0.89% 5 years+14.44%
1 year+4.23% Since inception+7.71%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+14.44%+14.53%
Expense ratio0.68%1.22%
Risk 5 year sharpe ratio1.131.01
Net assets$619.2M$864.2M
Average market cap$1.6B$2.8B
Average P/E14.921.5
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
-- 1.53%
WCG WellCare Health Plans Inc0.79%
PVTB PrivateBancorp Inc0.74%
DLX Deluxe Corp0.72%
TECD Tech Data Corp0.70%
BIG Big Lots Inc0.69%
TEN Tenneco Inc0.68%
LSI Life Storage Inc0.68%
SNX SYNNEX Corp0.68%
AEO American Eagle Outfitters Inc0.67%