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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-2.42% 3 years+7.71%
3 months+13.24% 5 years+14.42%
1 year+33.70% Since inception+8.82%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+14.42%+13.52%
Expense ratio0.68%1.22%
Risk 5 year sharpe ratio1.110.98
Net assets$1.0B$958.1M
Average market cap$1.5B$2.9B
Average P/E15.022.7
Portfolio turnover87%87%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenurePatrick Waddell / 9 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock95.12%
International stock1.52%
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
-- 3.48%
DLX Deluxe Corp0.68%
SNX SYNNEX Corp0.67%
AEO American Eagle Outfitters Inc0.66%
TEN Tenneco Inc0.64%
MASI Masimo Corp0.64%
MKSI MKS Instruments Inc0.64%
UMPQ Umpqua Holdings Corp0.63%
CW Curtiss-Wright Corp0.62%
DAN Dana Inc0.62%