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+0.31% 3 years+19.96%
3 months+8.68% 5 years+14.94%
1 year+14.85% Since inception+9.23%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+14.94%+13.72%
Expense ratio0.73%1.27%
Risk 5 year sharpe ratio0.970.84
Net assets$503.8M$917.7M
Average market cap$1.5B$2.9B
Average P/E17.221.3
Portfolio turnover107%107%

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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$500.00


U.S. stock95.79%
International stock1.07%
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
-- 3.19%
JBLU JetBlue Airways Corp0.78%
-- 0.78%
RLJ RLJ Lodging Trust0.74%
DAN Dana Holding Corp0.69%
BEE Strategic Hotels & Resorts Inc0.69%
TEN Tenneco Inc0.67%
AZPN Aspen Technology Inc0.67%
GPK Graphic Packaging Holding Co0.67%
SSNC SS&C Technologies Holdings Inc0.66%

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