Fidelity® Small Cap Stock Fund (FSLCX)

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 common stocks 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+1.72% 3 years+7.43%
3 months+3.71% 5 years+10.88%
1 year+14.55% Since inception+8.86%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+10.88%+10.29%
Expense ratio1.02%1.18%
Risk 5 year sharpe ratio0.920.80
Net assets$1.6B$1.0B
Average market cap$2.9B$2.9B
Average P/E22.421.0
Portfolio turnover48%48%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureLionel Harris / 6 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock82.80%
International stock16.69%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service 20.40%
Financial service 18.28%
Hardware 18.13%
Consumer goods 11.85%
Healthcare 8.74%
Top 10 Holdings
Portfolio weighting
ALSN Allison Transmission Holdings Inc2.37%
LIVN LivaNova PLC2.34%
-- 2.23%
PB Prosperity Bancshares Inc2.04%
G Genpact Ltd2.03%
LSTR Landstar System Inc1.97%
JCOM J2 Global Inc1.95%
-- 1.94%
PFGC Performance Food Group Co1.81%
EHC Encompass Health Corp1.71%