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. It 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-1.38% 3 years+4.96%
3 months-0.29% 5 years+17.37%
1 year+22.12% Since inception+8.93%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+17.37%+24.08%
Expense ratio0.72%1.31%
Risk 5 year sharpe ratio0.991.25
Net assets$2.2B$907.1M
Average market cap$2.4B$2.7B
Average P/E20.320.1
Portfolio turnover75%75%

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Fund Management and Purchase Info

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


U.S. stock82.54%
International stock11.73%
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
AWH Allied World Assurance Company Holdings AG1.73%
ESL Esterline Technologies1.71%
FMER Firstmerit Corp1.64%
PTC PTC Inc1.59%
SWKS Skyworks Solutions, Inc.1.56%
SLGN Silgan Holdings, Inc.1.54%
WCC Wesco International, Inc.1.50%
ROSE Rosetta Resources, Inc.1.50%
CNL Cleco Corporation1.50%
TDY Teledyne Technologies Inc1.40%

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