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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
Above 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 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+4.40% 3 years+16.87%
3 months+5.35% 5 years+14.02%
1 year+4.86% Since inception+7.73%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+14.02%+10.94%
Expense ratio0.68%1.24%
Risk 5 year sharpe ratio0.900.77
Net assets$557.5M$798.4M
Average market cap$1.5B$2.6B
Average P/E15.219.7
Portfolio turnover99%99%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenurePatrick Waddell / 7 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock95.73%
International stock0.62%
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
-- 3.94%
MMS Maximus Inc0.67%
AEO American Eagle Outfitters Inc0.66%
IDTI Integrated Device Technology Inc0.66%
MOH Molina Healthcare Inc0.65%
BEE Strategic Hotels & Resorts Inc0.65%
AZPN Aspen Technology Inc0.64%
CBRL Cracker Barrel Old Country Store Inc0.63%
SSS Sovran Self Storage Inc0.63%
WTFC Wintrust Financial Corp0.63%