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Fidelity® Small Cap Enhanced Index Fund (FCPEX)

12.74
Net Asset Value
+0.47%
1 Day
+9.26%
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+0.79% 3 years+7.19%
3 months+10.36% 5 years+15.84%
1 year+10.07% Since inception+7.59%
Data through --

Peer Comparisonvs. Small blend

 FCPEXCategory
Performance 5-yr return+15.84%+7.62%
Expense ratio0.68%1.22%
Risk 5 year sharpe ratio0.880.79
Net assets$609.4M$862.4M
Average market cap$1.6B$2.8B
Average P/E14.921.8
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. stock96.86%
International stock1.62%
Cash1.51%
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
-- 1.53%
WCG WellCare Health Plans Inc0.79%
PVTB PrivateBancorp Inc0.74%
DLX Deluxe Corp0.72%
TECD Tech Data Corp0.70%
BIG Big Lots Inc0.69%
TEN Tenneco Inc0.68%
LSI Life Storage Inc0.68%
SNX SYNNEX Corp0.68%
AEO American Eagle Outfitters Inc0.67%