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 Stock Fund (FSLCX)

18.97
Net Asset Value
-0.58%
1 Day
+0.96%
Year-to-Date
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
0.66%
Expense Ratio
Above Average
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.

Performance

1 month-0.47% 3 years+17.27%
3 months+2.01% 5 years+11.62%
1 year+15.67% Since inception+9.18%
Data through --

Peer Comparisonvs. Small blend

 FSLCXCategory
Performance 5-yr return+11.62%+15.95%
Expense ratio0.66%1.26%
Risk 5 year sharpe ratio0.780.99
Net assets$2.0B$895.4M
Average market cap$2.6B$2.9B
Average P/E17.720.6
Portfolio turnover64%64%

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 & tenureLionel Harris / 3 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock84.62%
International stock10.95%
Cash4.43%
Fixed income0.00%
Other0.00%
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
PTC PTC Inc1.84%
-- 1.84%
INT World Fuel Services Corp1.81%
SLGN Silgan Holdings Inc1.73%
PB Prosperity Bancshares Inc1.66%
PEGI Pattern Energy Group Inc1.63%
UMBF UMB Financial Corp1.62%
CYBX Cyberonics Inc1.58%
MMS Maximus Inc1.55%
PLT Plantronics Inc1.55%