Fidelity® Small Cap Discovery Fund (FSCRX)

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 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.


1 month-0.57% 3 years+5.84%
3 months-3.74% 5 years+10.34%
1 year+7.26% Since inception+10.84%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+10.34%+10.29%
Expense ratio0.87%1.19%
Risk 5 year sharpe ratio0.720.78
Net assets$4.6B$1.0B
Average market cap$3.2B$2.9B
Average P/E22.220.2
Portfolio turnover18%18%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureDerek Janssen / 2 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock91.22%
International stock7.60%
Fixed income0.13%
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
JCOM J2 Global Inc3.28%
CFR Cullen/Frost Bankers Inc3.28%
RBC Regal Beloit Corp3.18%
CMPR Cimpress NV3.14%
PB Prosperity Bancshares Inc3.11%
POST Post Holdings Inc3.11%
TECD Tech Data Corp3.09%
SLGN Silgan Holdings Inc3.07%
HRC Hill-Rom Holdings Inc2.98%
WCC Wesco International Inc2.80%