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Fidelity® Small Cap Discovery Fund (FSCRX)

28.98
Net Asset Value
+1.05%
1 Day
-3.69%
Year-to-Date
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
1.06%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in securities of companies with small market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell 2000  Index or the S&P SmallCap 600  Index). It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. The advisor uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

Performance

1 month-5.25% 3 years+18.55%
3 months-3.97% 5 years+17.72%
1 year+6.24% Since inception+11.79%
Data through --

Peer Comparisonvs. Small blend

 FSCRXCategory
Performance 5-yr return+17.72%+15.95%
Expense ratio1.06%1.26%
Risk 5 year sharpe ratio1.190.99
Net assets$6.0B$895.4M
Average market cap$2.3B$2.9B
Average P/E19.620.6
Portfolio turnover13%13%

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Fund Management and Purchase Info

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

Holdings

U.S. stock97.64%
International stock2.08%
Cash0.28%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 22.20%
Industrial materials 14.15%
Healthcare 14.00%
Consumer service 11.32%
Consumer goods 10.41%
Top 10 Holdings
Portfolio weighting
AAN Aaron's Inc3.14%
ENS EnerSys3.03%
JCOM J2 Global Inc2.98%
TECD Tech Data Corp2.93%
TCB TCF Financial Corp2.85%
FII Federated Investors Inc2.84%
IM Ingram Micro Inc2.77%
FCN FTI Consulting Inc2.72%
CACI CACI International Inc2.70%
WDR Waddell & Reed Financial Inc2.61%