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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+3.19% 3 years+10.90%
3 months+5.19% 5 years+13.26%
1 year+11.43% Since inception+8.66%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+13.26%+12.99%
Expense ratio0.64%1.20%
Risk 5 year sharpe ratio0.970.96
Net assets$826.5M$1.0B
Average market cap$1.7B$3.3B
Average P/E15.722.3
Portfolio turnover76%76%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenurePatrick Waddell / 10 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock97.08%
International stock1.73%
Fixed income0.24%
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
-- 1.19%
EHC Encompass Health Corp0.75%
MKSI MKS Instruments Inc0.74%
TECD Tech Data Corp0.74%
LPX Louisiana-Pacific Corp0.74%
WTFC Wintrust Financial Corp0.73%
UMPQ Umpqua Holdings Corp0.71%
DLX Deluxe Corp0.70%
CRUS Cirrus Logic Inc0.70%
TSE Trinseo SA0.70%