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Fidelity® Small Cap Enhanced Index Fund (FCPEX)

11.49
Net Asset Value
-3.77%
1 Day
-1.46%
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-1.12% 3 years+8.32%
3 months+1.50% 5 years+9.90%
1 year-11.00% Since inception+6.96%
Data through --

Peer Comparisonvs. Small blend

 FCPEXCategory
Performance 5-yr return+9.90%+6.74%
Expense ratio0.68%1.23%
Risk 5 year sharpe ratio0.620.51
Net assets$570.4M$817.3M
Average market cap$1.4B$2.8B
Average P/E14.121.0
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. stock96.54%
Cash1.84%
International stock1.60%
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
-- 2.09%
SSS Sovran Self 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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