Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Fidelity® Small Cap Enhanced Index Fund (FCPEX)

13.91
Net Asset Value
+0.72%
1 Day
-2.25%
Year-to-Date
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
0.64%
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+2.13% 3 years+7.96%
3 months+2.67% 5 years+15.08%
1 year+20.66% Since inception+8.17%
Data through --

Peer Comparisonvs. Small blend

 FCPEXCategory
Performance 5-yr return+15.08%+11.30%
Expense ratio0.64%1.21%
Risk 5 year sharpe ratio1.070.98
Net assets$946.1M$967.9M
Average market cap$1.8B$3.0B
Average P/E16.220.1
Portfolio turnover76%76%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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

Holdings

U.S. stock93.41%
Cash4.80%
International stock1.50%
Fixed income0.29%
Other0.01%
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
-- 5.05%
AMD Advanced Micro Devices Inc1.02%
CC Chemours Co0.77%
AZPN Aspen Technology Inc0.69%
MASI Masimo Corp0.68%
UMPQ Umpqua Holdings Corp0.66%
FNSR Finisar Corp0.64%
FNGN Financial Engines Inc0.63%
CRUS Cirrus Logic Inc0.62%
TEN Tenneco Inc0.62%