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 Discovery Fund (FSCRX)

31.96
Net Asset Value
-0.59%
1 Day
+1.01%
Year-to-Date
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
0.87%
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+3.87% 3 years+9.13%
3 months+2.01% 5 years+13.34%
1 year+17.43% Since inception+11.00%
Data through --

Peer Comparisonvs. Small blend

 FSCRXCategory
Performance 5-yr return+13.34%+12.83%
Expense ratio0.87%1.20%
Risk 5 year sharpe ratio1.000.96
Net assets$5.2B$1.0B
Average market cap$3.0B$3.3B
Average P/E21.221.5
Portfolio turnover18%18%

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 & tenureCharles Myers / 11 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock91.30%
International stock5.22%
Cash3.36%
Fixed income0.12%
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
TECD Tech Data Corp3.45%
JCOM J2 Global Inc3.16%
RBC Regal Beloit Corp3.12%
POST Post Holdings Inc3.11%
AAN Aaron's Inc3.03%
CFR Cullen/Frost Bankers Inc2.97%
CAA CalAtlantic Group Inc2.95%
SLGN Silgan Holdings Inc2.83%
HRC Hill-Rom Holdings Inc2.79%
IART Integra LifeSciences Holdings Corp2.60%