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
Above 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.


1 month-0.57% 3 years+6.93%
3 months-3.60% 5 years+12.25%
1 year+8.66% Since inception+8.43%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+12.25%+10.29%
Expense ratio0.64%1.19%
Risk 5 year sharpe ratio0.800.78
Net assets$764.6M$1.0B
Average market cap$1.9B$2.9B
Average P/E18.520.2
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. stock97.21%
International stock1.63%
Fixed income0.23%
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%
UMPQ Umpqua Holdings Corp0.78%
WTFC Wintrust Financial Corp0.76%
CW Curtiss-Wright Corp0.76%
CHE Chemed Corp0.72%
EME EMCOR Group Inc0.71%
EHC Encompass Health Corp0.71%
UNFI United Natural Foods Inc0.69%
SAFM Sanderson Farms Inc0.69%
MKSI MKS Instruments Inc0.69%